Position in WMT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$92,183,074
+$4,892,114 QoQ
Shares Held
741,737
-5.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Mar 31, 2026EVERETT HARRIS & CO /CA/ holds $867,539,597 across 3 Discount Stores names. WMT ranks #2 (10.6% of the industry book) .
All Filings in WMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,183,074 | 741,737 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $87,290,960 | 783,511 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $82,028,236 | 795,927 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $79,297,819 | 810,982 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $72,096,308 | 821,236 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $75,971,158 | 840,854 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $68,078,387 | 843,076 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $57,818,652 | 853,916 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $51,950,838 | 863,401 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $15,244,912 | 290,103 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $15,387,611 | 288,644 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $15,311,365 | 292,239 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $14,846,691 | 302,069 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $14,476,748 | 306,300 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $14,323,192 | 331,300 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $13,593,749 | 335,427 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $17,081,670 | 344,111 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $16,569,657 | 343,555 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $16,050,814 | 345,476 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $16,302,064 | 346,803 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $15,965,469 | 352,620 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $17,096,670 | 355,810 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $16,813,089 | 360,512 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $14,499,620 | 363,156 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $13,983,428 | 369,216 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||