Position in WMT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,108,928
-$126,415 QoQ
Shares Held
9,791
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,553
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 9%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026PEOPLES FINANCIAL SERVICES CORP. holds $2,175,247 across 4 Discount Stores names. WMT ranks #1 (51.0% 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 | $1,108,928 | 9,791 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,235,343 | 9,940 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,112,985 | 9,990 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,057,704 | 10,263 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $879,042 | 8,990 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,293,673 | 14,736 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,440,721 | 15,946 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,328,983 | 16,458 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,116,131 | 16,484 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,010,976 | 16,802 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $967,025 | 6,134 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $981,010 | 6,134 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,013,652 | 6,449 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $950,905 | 6,449 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $960,200 | 6,772 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $878,326 | 6,772 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $834,403 | 6,863 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,028,143 | 6,904 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,071,284 | 7,404 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,040,331 | 7,464 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,049,188 | 7,440 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,000,388 | 7,365 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $763,995 | 5,300 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $747,119 | 5,340 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $639,625 | 5,340 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $606,729 | 5,340 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||