SYM FINANCIAL Corp

Position in WMT — Walmart Inc.

CIK 764739 WINONA LAKE, IN

Position in WMT

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

Position Value

$2,926,864

-$322,809 QoQ

Shares Held

25,842

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#1,676

of 4,382 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SYM FINANCIAL Corp holds $4,604,081 across 4 Discount Stores names. WMT ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	25,842	$2,926,864
2	COST	Costco Wholesale Corp /New	1,044	$976,630
3	TGT	Target Corp	2,861	$373,675
4	DG	Dollar General Corp	2,840	$326,912

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,926,864	25,842	-1.2%	Shares	Sole	2026-08-04
2026-03-31	$3,249,673	26,148	-0.8%	Shares	Sole	2026-05-08
2025-12-31	$2,936,990	26,362	+3.2%	Shares	Sole	2026-02-13
2025-09-30	$2,631,534	25,534	-2.2%	Shares	Sole	2025-11-03
2025-06-30	$2,553,329	26,113	+12.7%	Shares	Sole	2025-08-01
2025-03-31	$2,033,391	23,162	+7.7%	Shares	Sole	2025-05-06
2024-12-31	$1,943,970	21,516	+19.4%	Shares	Sole	2025-01-24
2024-09-30	$1,454,953	18,018	+3.5%	Shares	Sole	2024-11-14
2024-06-30	$1,178,424	17,404	+16.4%	Shares	Sole	2024-08-08
2024-03-31	$899,421	14,948	+197.2%	Shares	Sole	2024-05-06
2023-12-31	$792,979	5,030	+87.6%	Shares	Sole	2024-02-06
2023-09-30	$428,772	2,681	+60.3%	Shares	Sole	2023-10-27
2023-06-30	$262,961	1,673	+9.3%	Shares	Sole	2023-08-02
2023-03-31	$225,745	1,531	-0.8%	Shares	Sole	2023-05-02
2022-12-31	$218,923	1,544	-10.8%	Shares	Sole	2023-01-19
2022-09-30	$224,510	1,731	-1.5%	Shares	Sole	2022-10-28
2022-06-30	$213,616	1,757	+1.2%	Shares	Sole	2022-07-19
2022-03-31	$258,674	1,737	-3.2%	Shares	Sole	2022-04-22
2021-12-31	$259,573	1,794	-0.7%	Shares	Sole	2022-02-03
2021-09-30	$251,859	1,807	+1.1%	Shares	Sole	2021-10-15
2021-06-30	$252,143	1,788	+3.3%	Shares	Sole	2021-07-20
2021-03-31	$235,121	1,731	+0.6%	Shares	Sole	2021-04-19
2020-12-31	$248,082	1,721	-0.5%	Shares	Sole	2021-01-26
2020-09-30	$241,904	1,729	+0.5%	Shares	Sole	2020-10-13
2020-06-30	$206,141	1,721	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.