Position in WMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,951,016
-$193,435 QoQ
Shares Held
17,226
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,014
of 4,382 holders
Holding Since
Mar 2020
26 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $7,299,556 across 5 Discount Stores names. WMT ranks #2 (26.7% 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 | $1,951,016 | 17,226 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,144,451 | 17,255 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,890,627 | 16,970 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,712,238 | 16,614 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,623,343 | 16,602 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,841,395 | 20,975 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,884,701 | 20,860 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,694,458 | 20,984 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,452,040 | 21,445 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,271,572 | 21,133 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,087,469 | 6,898 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $827,157 | 5,172 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $749,590 | 4,769 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $706,727 | 4,793 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $665,987 | 4,697 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $621,262 | 4,790 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $587,596 | 4,833 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $757,258 | 5,085 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $733,288 | 5,068 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $725,472 | 5,205 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $828,352 | 5,874 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $818,104 | 6,023 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $899,784 | 6,242 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $976,572 | 6,980 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $868,884 | 7,254 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $808,746 | 7,118 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||