Position in WMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$81,296,895
-$10,886,179 QoQ
Shares Held
717,790
-3.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#264
of 4,407 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026EVERETT HARRIS & CO /CA/ holds $768,898,631 across 3 Discount Stores names. WMT ranks #2 (10.6% of the industry book) .
All Filings in WMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,296,895 | 717,790 | Shares | Sole | 2026-08-03 | |
| 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 | $45,734,737 | 290,103 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $46,162,834 | 288,644 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $45,934,096 | 292,239 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $44,540,074 | 302,069 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $43,430,246 | 306,300 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $42,969,576 | 331,300 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $40,781,248 | 335,427 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $51,245,010 | 344,111 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $49,708,972 | 343,555 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $48,152,444 | 345,476 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $48,906,193 | 346,803 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $47,896,409 | 352,620 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $51,290,011 | 355,810 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $50,439,269 | 360,512 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $43,498,861 | 363,156 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $41,950,284 | 369,216 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||