BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in WMT — Walmart Inc.

CIK 911274 CANTON, OH

Position in WMT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,350,769

-$589,236 QoQ

Shares Held

38,414

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,416

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

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $34,718,368 across 4 Discount Stores names. WMT ranks #2 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	31,554	$29,517,820
2	WMT	Walmart Inc. This page	38,414	$4,350,769
3	TGT	Target Corp	4,139	$540,594
4	DG	Dollar General Corp	2,686	$309,185

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,350,769	38,414	-3.4%	Shares	Sole	2026-07-29
2026-03-31	$4,940,005	39,749	+12.8%	Shares	Sole	2026-04-16
2025-12-31	$3,925,531	35,235	+27.3%	Shares	Sole	2026-02-05
2025-09-30	$2,851,567	27,669	+10.9%	Shares	Sole	2025-11-13
2025-06-30	$2,438,730	24,941	+8.0%	Shares	Sole	2025-08-07
2025-03-31	$2,028,036	23,101	+9.6%	Shares	Sole	2025-04-08
2024-12-31	$1,903,674	21,070	-6.1%	Shares	Sole	2025-01-28
2024-09-30	$1,811,222	22,430	+2.2%	Shares	Sole	2024-10-22
2024-06-30	$1,485,557	21,940	+11.0%	Shares	Sole	2024-07-03
2024-03-31	$1,189,621	19,771	+200.5%	Shares	Sole	2024-04-08
2023-12-31	$1,037,179	6,579	-2.4%	Shares	Sole	2024-01-09
2023-09-30	$1,077,768	6,739	0.0%	Shares	Sole	2023-10-10
2023-06-30	$1,059,235	6,739	-2.8%	Shares	Sole	2023-07-11
2023-03-31	$1,022,418	6,934	-18.5%	Shares	Sole	2023-04-11
2022-12-31	$1,207,057	8,513	+0.8%	Shares	Sole	2023-01-17
2022-09-30	$1,095,575	8,447	-1.5%	Shares	Sole	2022-10-06
2022-06-30	$1,043,035	8,579	-1.2%	Shares	Sole	2022-07-11
2022-03-31	$1,292,476	8,679	-7.1%	Shares	Sole	2022-04-12
2021-12-31	$1,351,259	9,339	+1.2%	Shares	Sole	2022-01-10
2021-09-30	$1,286,756	9,232	+2.2%	Shares	Sole	2021-10-08
2021-06-30	$1,274,116	9,035	+1.9%	Shares	Sole	2021-07-08
2021-03-31	$1,204,812	8,870	+11.7%	Shares	Sole	2021-04-23
2020-12-31	$1,144,406	7,939	-0.4%	Shares	Sole	2021-01-20
2020-09-30	$1,115,223	7,971	-13.5%	Shares	Sole	2020-10-08
2020-06-30	$1,103,893	9,216	0.0%	Shares	Sole	2020-07-17
2020-03-31	$1,047,120	9,216	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.