Position in WMT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,241,446
-$674,032 QoQ
Shares Held
46,278
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,291
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $9,541,388 across 3 Discount Stores names. WMT ranks #1 (54.9% of the industry book) .
All Filings in WMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,241,446 | 46,278 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $5,915,478 | 47,598 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $5,311,026 | 47,671 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $7,054,456 | 68,450 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $6,323,628 | 64,672 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $5,527,608 | 62,964 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $5,793,784 | 64,126 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $5,443,195 | 67,408 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $3,920,272 | 57,898 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $3,375,416 | 56,098 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $2,961,928 | 18,788 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $5,576,118 | 34,866 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $4,818,191 | 30,654 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $4,476,434 | 30,359 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $4,306,726 | 30,374 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $3,940,282 | 30,380 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $3,624,667 | 29,813 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $5,152,482 | 34,599 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $5,694,419 | 39,356 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $19,625,819 | 140,808 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $19,881,718 | 140,985 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $19,298,332 | 142,077 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $20,419,279 | 141,653 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $19,783,147 | 141,399 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $16,945,170 | 141,469 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $15,925,192 | 140,162 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||