Wealth Management Associates, Inc.

Position in WMT — Walmart Inc.

CIK 2067339 Cherry Hill, NJ

Position in WMT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,168,956

-$174,137 QoQ

Shares Held

10,321

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#2,509

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Wealth Management Associates, Inc. holds $2,720,306 across 4 Discount Stores names. WMT ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	10,321	$1,168,956
2	COST	Costco Wholesale Corp /New	768	$718,440
3	TGT	Target Corp	4,525	$591,010
4	DLTR	Dollar Tree, Inc.	2,000	$241,900

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,168,956	10,321	-4.5%	Shares	Sole	2026-07-21
2026-03-31	$1,343,093	10,807	-6.1%	Shares	Sole	2026-05-13
2025-12-31	$1,281,660	11,504	-5.3%	Shares	Sole	2026-01-20
2025-09-30	$1,252,591	12,154	-12.4%	Shares	Sole	2025-10-21
2025-06-30	$1,357,088	13,879	-3.2%	Shares	Sole	2025-08-04
2025-03-31	$1,258,118	14,331	-1.8%	Shares	Sole	2025-05-28
2024-12-31	$1,317,935	14,587	-6.5%	Shares	Sole	2025-05-28
2024-09-30	$1,260,103	15,605	-5.3%	Shares	Sole	2025-05-28
2024-06-30	$1,116,334	16,487	0.0%	Shares	Sole	2025-05-28
2024-03-31	$992,022	16,487	+180.9%	Shares	Sole	2025-05-28
2023-12-31	$925,405	5,870	-8.6%	Shares	Sole	2025-05-28
2023-09-30	$1,027,550	6,425	+1.0%	Shares	Sole	2025-05-28
2023-06-30	$999,506	6,359	+0.7%	Shares	Sole	2025-05-28
2023-03-31	$931,294	6,316	+11.9%	Shares	Sole	2025-05-28
2022-12-31	$799,978	5,642	+0.6%	Shares	Sole	2025-05-28
2022-09-30	$727,227	5,607	+7.6%	Shares	Sole	2025-05-28
2022-06-30	$633,675	5,212	-3.5%	Shares	Sole	2025-05-28
2022-03-31	$804,316	5,401	-2.5%	Shares	Sole	2025-05-28
2021-12-31	$801,437	5,539	+12.3%	Shares	Sole	2025-05-28
2021-09-30	$687,282	4,931	+18.3%	Shares	Sole	2025-05-28
2021-06-30	$587,771	4,168	+21.9%	Shares	Sole	2025-05-28
2021-03-31	$464,403	3,419	+5.5%	Shares	Sole	2025-05-28
2020-12-31	$467,334	3,242	0.0%	Shares	Sole	2025-05-28
2020-09-30	$453,588	3,242	+0.1%	Shares	Sole	2025-05-28
2020-06-30	$388,087	3,240	-8.1%	Shares	Sole	2025-05-28
2020-03-31	$400,510	3,525	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.