PlanVest Financial, Inc

Position in WMT — Walmart Inc.

CIK 2135239 GAITHERSBURG, MD

Position in WMT

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

Position Value

$159,130

-$22,443 QoQ

Shares Held

1,405

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#4,203

of 4,378 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

PlanVest Financial, Inc holds $231,828 across 4 Discount Stores names. WMT ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	1,405	$159,130
2	COST	Costco Wholesale Corp /New	46	$43,031
3	TGT	Target Corp	204	$26,644
4	DLTR	Dollar Tree, Inc.	25	$3,023

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$159,130	1,405	-3.8%	Shares	Sole	2026-08-10
2026-03-31	$181,573	1,461	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.