CALDWELL SUTTER CAPITAL, INC.

Position in WMT — Walmart Inc.

CIK 702007 SAUSALITO, CA

Position in WMT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$912,422

-$108,662 QoQ

Shares Held

8,056

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#2,753

of 4,382 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $4,124,975 across 4 Discount Stores names. WMT ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	2,948	$2,757,765
2	WMT	Walmart Inc. This page	8,056	$912,422
3	DG	Dollar General Corp	3,168	$364,668
4	TGT	Target Corp	690	$90,120

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$912,422	8,056	-1.9%	Shares	Sole	2026-08-05
2026-03-31	$1,021,084	8,216	-1.3%	Shares	Sole	2026-05-06
2025-12-31	$927,711	8,327	-6.2%	Shares	Sole	2026-01-30
2025-09-30	$914,657	8,875	-4.0%	Shares	Sole	2025-10-29
2025-06-30	$903,584	9,241	-0.5%	Shares	Sole	2025-07-11
2025-03-31	$815,042	9,284	-2.6%	Shares	Sole	2025-04-16
2024-12-31	$861,577	9,536	+18.7%	Shares	Sole	2025-01-21
2024-09-30	$648,584	8,032	-1.5%	Shares	Sole	2024-10-25
2024-06-30	$552,107	8,154	-5.1%	Shares	Sole	2024-07-23
2024-03-31	$516,739	8,588	+174.6%	Shares	Sole	2024-04-19
2023-12-31	$492,971	3,127	+6.3%	Shares	Sole	2024-01-19
2023-09-30	$470,673	2,943	+0.3%	Shares	Sole	2023-10-25
2023-06-30	$461,165	2,934	+133.6%	Shares	Sole	2023-07-19
2023-03-31	$185,197	1,256	+151.2%	Shares	Sole	2023-04-25
2022-12-31	$70,894	500	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.