Medallion Wealth Advisors, LLC

Position in WMT — Walmart Inc.

CIK 2131139 FARMINGTON, CT

Position in WMT

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

Position Value

$861,002

-$164,425 QoQ

Shares Held

7,602

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#2,803

of 4,378 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Medallion Wealth Advisors, LLC holds $1,417,214 across 6 Discount Stores names. WMT ranks #1 (60.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	7,602	$861,002
2	COST	Costco Wholesale Corp /New	542	$507,024
3	TGT	Target Corp	147	$19,199
4	DLTR	Dollar Tree, Inc.	149	$18,021
5	DG	Dollar General Corp	57	$6,561
6	BJ	BJ's Wholesale Club Holdings, Inc.	62	$5,407

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$861,002	7,602	-7.9%	Shares	Sole	2026-08-14
2026-03-31	$1,025,427	8,251	-0.5%	Shares	Sole	2026-04-24
2025-12-31	$924,135	8,295	0.0%	Shares	Sole	2026-04-24
2025-09-30	$854,875	8,295	+0.0%	Shares	Sole	2026-04-24
2025-06-30	$810,980	8,294	-3.4%	Shares	Sole	2026-04-24
2025-03-31	$753,489	8,583	+43.5%	Shares	Sole	2026-04-24
2024-12-31	$540,466	5,982	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.