Nvest Wealth Strategies, Inc.

Position in WMT — Walmart Inc.

CIK 2106942 POWELL, OH

Position in WMT

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

Position Value

$3,171

+$1,307 QoQ

Shares Held

+86.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#4,374

of 4,382 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $4,980 across 4 Discount Stores names. WMT ranks #1 (63.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	28	$3,171
2	COST	Costco Wholesale Corp /New	1	$935
3	DLTR	Dollar Tree, Inc.	4	$483
4	TGT	Target Corp	3	$391

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,171	28	+86.7%	Shares	Other	2026-07-10
2026-03-31	$1,864	15	—	Shares	Other	2026-04-13
No filing history on record for this holder in this stock.