Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,776,115
-$311,497 QoQ
Shares Held
24,511
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,714
of 4,382 holders
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026WRIGHT INVESTORS SERVICE INC holds $5,503,667 across 4 Discount Stores names. WMT ranks #1 (50.4% of the industry book) .
All Filings in WMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,776,115 | 24,511 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,087,612 | 24,844 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,778,119 | 24,936 | Shares | Sole | 2026-01-26 | |
| 2021-03-31 | $906,530 | 6,674 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $949,083 | 6,584 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,235,126 | 8,828 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,031,426 | 8,611 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||