Downshift Financial, LLC

Position in WMT — Walmart Inc.

CIK 2118380 BOULDER, CO

Position in WMT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$103,406

New position

Shares Held

913

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#4,247

of 4,378 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Downshift Financial, LLC holds $408,899 across 5 Discount Stores names. WMT ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	306	$286,253
2	WMT	Walmart Inc. This page	913	$103,406
3	TGT	Target Corp	140	$18,285
4	DLTR	Dollar Tree, Inc.	6	$725
5	DG	Dollar General Corp	2	$230

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$103,406	913	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.