Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$162,832,769
+$59,570,257 QoQ
Shares Held
1,437,690
+73.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#179
of 4,382 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Zurich Insurance Group Ltd/FI holds $238,552,495 across 3 Discount Stores names. WMT ranks #1 (68.3% of the industry book) .
All Filings in WMT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,832,769 | 1,437,690 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $103,262,512 | 830,886 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $184,160,841 | 1,653,001 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $153,270,110 | 1,487,193 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $87,483,961 | 894,702 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $168,231,538 | 1,916,295 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $250,004,413 | 2,767,066 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $222,036,498 | 2,749,678 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $147,425,321 | 2,177,305 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $92,711,741 | 1,540,830 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,872,041 | 24,561 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $168,417,325 | 1,053,069 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $127,796,060 | 813,056 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,079,045 | 14,100 | Shares | Defined | 2023-05-15 | |
| 2022-06-30 | $28,800,501 | 236,885 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,801,932 | 12,100 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,750,749 | 12,100 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $2,312,729 | 16,400 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,499,273 | 18,400 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,652,360 | 18,400 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||