LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Position in WMT — Walmart Inc.

CIK 2131510 LOUISVILLE, KY

Position in WMT

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

Position Value

$1,743,071

+$632,381 QoQ

Shares Held

15,390

+72.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#2,117

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

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $2,245,645 across 3 Discount Stores names. WMT ranks #1 (77.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	15,390	$1,743,071
2	DG	Dollar General Corp	2,440	$280,868
3	COST	Costco Wholesale Corp /New	237	$221,706

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,743,071	15,390	+72.2%	Shares	Sole	2026-08-10
2026-03-31	$1,110,690	8,937	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.