QTR Family Wealth, LLC

Position in WMT — Walmart Inc.

CIK 2067954 LAKE MARY, FL

Position in WMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,846,477

-$289,274 QoQ

Shares Held

16,303

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#2,062

of 4,382 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Consumer Defensive · as of Jun 30, 2026

QTR Family Wealth, LLC holds $3,638,419 across 4 Discount Stores names. WMT ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	16,303	$1,846,477
2	COST	Costco Wholesale Corp /New	1,031	$964,469
3	TGT	Target Corp	3,903	$509,770
4	DG	Dollar General Corp	2,760	$317,703

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,846,477	16,303	-5.1%	Shares	Sole	2026-07-27
2026-03-31	$2,135,751	17,185	+1.4%	Shares	Sole	2026-04-16
2025-12-31	$1,887,619	16,943	+9.1%	Shares	Sole	2026-02-13
2025-09-30	$1,600,109	15,526	+65.0%	Shares	Sole	2025-10-29
2025-06-30	$920,109	9,410	-14.1%	Shares	Sole	2025-07-18
2025-03-31	$961,388	10,951	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.