Wilkerson Advisory Group LLC

Position in WMT — Walmart Inc.

CIK 2079661 COLUMBIA, MO

Position in WMT

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

Position Value

$3,412,523

-$337,128 QoQ

Shares Held

30,130

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.44%

of 13F equity value

Holder Rank

#1,570

of 4,382 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $3,708,361 across 5 Discount Stores names. WMT ranks #1 (92.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	30,130	$3,412,523
2	COST	Costco Wholesale Corp /New	171	$159,965
3	TGT	Target Corp	554	$72,357
4	DLTR	Dollar Tree, Inc.	331	$40,034
5	DG	Dollar General Corp	204	$23,482

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,412,523	30,130	-0.1%	Shares	Sole	2026-07-21
2026-03-31	$3,749,651	30,171	+9.0%	Shares	Sole	2026-05-08
2025-12-31	$3,082,603	27,669	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.