Basepoint Wealth LLC

Position in WMT — Walmart Inc.

CIK 2088236 CEDAR RAPIDS, IA

Position in WMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$619,532

-$58,166 QoQ

Shares Held

5,470

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#3,113

of 4,382 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Basepoint Wealth LLC holds $2,248,259 across 4 Discount Stores names. WMT ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TGT	Target Corp	12,084	$1,578,291
2	WMT	Walmart Inc. This page	5,470	$619,532
3	DG	Dollar General Corp	235	$27,050
4	COST	Costco Wholesale Corp /New	25	$23,386

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$619,532	5,470	+0.3%	Shares	Sole	2026-08-10
2026-03-31	$677,698	5,453	-3.1%	Shares	Sole	2026-05-07
2025-12-31	$627,015	5,628	0.0%	Shares	Sole	2026-02-10
2025-09-30	$580,021	5,628	+12.6%	Shares	Sole	2025-11-13
2025-06-30	$488,704	4,998	+0.1%	Shares	Sole	2025-10-16
2025-03-31	$438,159	4,991	-48.9%	Shares	Sole	2025-10-16
2024-12-31	$883,171	9,775	-1.5%	Shares	Sole	2025-10-16
2024-09-30	$801,686	9,928	+0.8%	Shares	Sole	2025-10-16
2024-06-30	$667,078	9,852	+0.2%	Shares	Sole	2025-10-16
2024-03-31	$591,651	9,833	+193.8%	Shares	Sole	2025-10-16
2023-12-31	$527,654	3,347	-0.5%	Shares	Sole	2025-10-16
2023-09-30	$537,844	3,363	+7.9%	Shares	Sole	2025-10-16
2023-06-30	$489,929	3,117	+0.2%	Shares	Sole	2025-10-15
2023-03-31	$458,569	3,110	-1.0%	Shares	Sole	2025-10-10
2022-12-31	$445,220	3,140	+5.8%	Shares	Sole	2025-10-09
2022-09-30	$384,819	2,967	-2.7%	Shares	Sole	2025-10-09
2022-06-30	$370,576	3,048	-2.5%	Shares	Sole	2025-10-09
2022-03-31	$465,523	3,126	+0.3%	Shares	Sole	2025-10-09
2021-12-31	$450,998	3,117	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.