OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in WMT — Walmart Inc.

CIK 714364 WILLIAMSVILLE, NY

Position in WMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$682,957

-$27,676 QoQ

Shares Held

6,030

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#3,022

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $1,032,784 across 5 Discount Stores names. WMT ranks #1 (66.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	6,030	$682,957
2	COST	Costco Wholesale Corp /New	288	$269,415
3	TGT	Target Corp	472	$61,647
4	DG	Dollar General Corp	163	$18,762
5	DLTR	Dollar Tree, Inc.	30	$3

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$682,957	6,030	+5.5%	Shares	Sole	2026-08-07
2026-03-31	$710,633	5,718	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$636,373	5,712	-11.2%	Shares	Sole	2026-01-23
2025-09-30	$662,881	6,432	+70.1%	Shares	Sole	2025-11-04
2025-06-30	$369,706	3,781	+2.2%	Shares	Sole	2025-08-08
2025-03-31	$324,910	3,701	+437.9%	Shares	Sole	2025-05-09
2024-12-31	$62,160	688	0.0%	Shares	Sole	2025-01-24
2024-09-30	$55,556	688	+0.1%	Shares	Sole	2024-11-08
2024-06-30	$46,516	687	+0.4%	Shares	Sole	2024-08-08
2024-03-31	$41,156	684	+200.0%	Shares	Sole	2024-05-03
2023-12-31	$35,944	228	0.0%	Shares	Sole	2024-02-09
2023-09-30	$36,464	228	0.0%	Shares	Sole	2023-10-19
2023-06-30	$35,837	228	0.0%	Shares	Sole	2023-08-03
2023-03-31	$33,618	228	0.0%	Shares	Sole	2023-05-03
2022-12-31	$32,328	228	0.0%	Shares	Sole	2023-01-30
2022-09-30	$29,571	228	0.0%	Shares	Sole	2022-10-20
2022-06-30	$27,720	228	0.0%	Shares	Sole	2022-07-21
2022-03-31	$33,953	228	0.0%	Shares	Sole	2022-04-26
2021-12-31	$32,989	228	0.0%	Shares	Sole	2022-01-18
2021-09-30	$31,778	228	0.0%	Shares	Sole	2021-10-27
2021-06-30	$32,152	228	0.0%	Shares	Sole	2021-07-14
2021-03-31	$30,969	228	0.0%	Shares	Sole	2021-04-26
2020-12-31	$32,866	228	0.0%	Shares	Sole	2021-01-20
2020-09-30	$31,899	228	0.0%	Shares	Sole	2020-11-02
2020-06-30	$27,309	228	0.0%	Shares	Sole	2020-08-07
2020-03-31	$25,905	228	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.