Plan A Wealth LLC

Position in WMT — Walmart Inc.

CIK 2093645 LINCOLN, NE

Position in WMT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$274,768

New position

Shares Held

2,426

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#3,916

of 4,382 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Plan A Wealth LLC holds $1,550,789 across 3 Discount Stores names. WMT ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,138	$1,064,564
2	WMT	Walmart Inc. This page	2,426	$274,768
3	DG	Dollar General Corp	1,837	$211,457

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,768	2,426	—	Shares	Sole	2026-07-14
No filing history on record for this holder in this stock.