PDS Planning, Inc

Position in WMT — Walmart Inc.

CIK 838618 DUBLIN, OH

Position in WMT

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

Position Value

$3,678,571

-$342,508 QoQ

Shares Held

32,479

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,507

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

PDS Planning, Inc holds $7,976,229 across 4 Discount Stores names. WMT ranks #2 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	4,086	$3,822,330
2	WMT	Walmart Inc. This page	32,479	$3,678,571
3	TGT	Target Corp	1,978	$258,346
4	DG	Dollar General Corp	1,885	$216,982

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,678,571	32,479	+0.4%	Shares	Sole	2026-08-05
2026-03-31	$4,021,079	32,355	+2.6%	Shares	Sole	2026-04-22
2025-12-31	$3,512,200	31,525	+1.2%	Shares	Sole	2026-01-26
2025-09-30	$3,210,525	31,152	+1.3%	Shares	Sole	2025-10-21
2025-06-30	$3,008,103	30,764	+7.9%	Shares	Sole	2025-07-24
2025-03-31	$2,502,541	28,506	+7.9%	Shares	Sole	2025-04-24
2024-12-31	$2,386,956	26,419	+15.0%	Shares	Sole	2025-02-10
2024-09-30	$1,854,585	22,967	+3.6%	Shares	Sole	2024-10-30
2024-06-30	$1,500,453	22,160	+18.4%	Shares	Sole	2024-08-08
2024-03-31	$1,126,502	18,722	+227.0%	Shares	Sole	2024-05-01
2023-12-31	$902,546	5,725	+5.0%	Shares	Sole	2024-02-01
2023-09-30	$872,098	5,453	+1.0%	Shares	Sole	2023-10-23
2023-06-30	$848,299	5,397	+5.1%	Shares	Sole	2023-07-21
2023-03-31	$757,303	5,136	+64.2%	Shares	Sole	2023-05-02
2022-12-31	$443,377	3,127	+2.8%	Shares	Sole	2023-01-27
2022-09-30	$394,417	3,041	+10.2%	Shares	Sole	2022-11-02
2022-06-30	$335,439	2,759	-11.7%	Shares	Sole	2022-07-15
2022-03-31	$465,375	3,125	-3.3%	Shares	Sole	2022-04-18
2021-12-31	$467,493	3,231	+4.8%	Shares	Sole	2022-01-25
2021-09-30	$429,847	3,084	-9.2%	Shares	Sole	2021-10-22
2021-06-30	$479,045	3,397	+52.7%	Shares	Sole	2021-07-26
2021-03-31	$302,086	2,224	-0.1%	Shares	Sole	2021-04-20
2020-12-31	$321,022	2,227	+45.3%	Shares	Sole	2021-01-21
2020-09-30	$214,482	1,533	-12.7%	Shares	Sole	2020-10-19
2020-06-30	$210,333	1,756	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.