MONEY CONCEPTS CAPITAL CORP

Position in WMT — Walmart Inc.

CIK 716851 PALM BEACH GARDENS, FL

Position in WMT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$7,130,509

-$1,324,135 QoQ

Shares Held

62,957

-7.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#1,085

of 4,382 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MONEY CONCEPTS CAPITAL CORP holds $11,986,215 across 3 Discount Stores names. WMT ranks #1 (59.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	62,957	$7,130,509
2	COST	Costco Wholesale Corp /New	3,330	$3,115,115
3	DLTR	Dollar Tree, Inc.	14,391	$1,740,591

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,130,509	62,957	-7.5%	Shares	Sole	2026-08-04
2026-03-31	$8,454,644	68,029	+7.3%	Shares	Sole	2026-04-30
2025-12-31	$7,061,611	63,384	+5.8%	Shares	Sole	2026-02-04
2025-09-30	$6,176,488	59,931	+30.3%	Shares	Sole	2025-11-04
2025-06-30	$4,497,195	45,993	+10.9%	Shares	Sole	2025-08-14
2025-03-31	$3,641,792	41,483	+33.8%	Shares	Sole	2025-04-24
2024-12-31	$2,801,211	31,004	+1.2%	Shares	Sole	2025-01-27
2024-09-30	$2,474,260	30,641	+0.3%	Shares	Sole	2024-10-31
2024-06-30	$2,067,795	30,539	+1.9%	Shares	Sole	2024-08-02
2024-03-31	$1,802,633	29,959	+215.5%	Shares	Sole	2024-05-01
2023-12-31	$1,497,202	9,497	-43.7%	Shares	Sole	2024-02-12
2023-09-30	$2,697,539	16,867	+72.3%	Shares	Sole	2023-11-01
2023-06-30	$1,538,319	9,787	-64.2%	Shares	Sole	2023-08-01
2023-03-31	$4,027,449	27,314	-48.7%	Shares	Sole	2023-05-01
2022-12-31	$7,545,207	53,214	+110.9%	Shares	Sole	2023-02-14
2022-09-30	$3,273,106	25,236	+172.3%	Shares	Sole	2022-10-27
2022-06-30	$1,126,925	9,269	-69.7%	Shares	Sole	2022-07-18
2022-03-31	$4,548,165	30,541	+214.6%	Shares	Sole	2022-05-13
2021-12-31	$1,404,505	9,707	+10.6%	Shares	Sole	2022-02-14
2021-03-31	$1,192,044	8,776	+4.8%	Shares	Sole	2021-05-17
2020-12-31	$1,207,400	8,376	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.