Vision Retirement, LLC

Pension

Position in WMT — Walmart Inc.

CIK 2069023 RIDGEWOOD, NJ

Position in WMT

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

Position Value

$247,473

-$23,581 QoQ

Shares Held

2,185

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#4,010

of 4,382 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Vision Retirement, LLC holds $12,275,641 across 4 Discount Stores names. WMT ranks #2 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	12,764	$11,940,339
2	WMT	Walmart Inc. This page	2,185	$247,473
3	TGT	Target Corp	553	$72,227
4	DLTR	Dollar Tree, Inc.	129	$15,602

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,473	2,185	+0.2%	Shares	Sole	2026-07-21
2026-03-31	$271,054	2,181	-28.8%	Shares	Sole	2026-05-07
2025-12-31	$341,360	3,064	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.