Position in WMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$232,602,627
+$4,406,030 QoQ
Shares Held
2,053,705
+11.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#145
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, 2026CI INVESTMENTS INC. holds $360,510,975 across 5 Discount Stores names. WMT ranks #1 (64.5% 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 | $232,602,627 | 2,053,705 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $228,196,597 | 1,836,149 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $208,018,958 | 1,867,148 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $210,328,969 | 2,040,840 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $185,873,326 | 1,900,934 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $150,564,151 | 1,715,049 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $94,306,245 | 1,043,788 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $59,075,488 | 731,585 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $48,298,355 | 713,312 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,282,333 | 54,551 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,458,393 | 15,594 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,239,626 | 32,762 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,813,320 | 30,623 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,200,408 | 28,487 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,160,399 | 29,342 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $392,342 | 3,025 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $529,481 | 4,355 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $390,617 | 2,623 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $396,161 | 2,738 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $372,562 | 2,673 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $352,550 | 2,500 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,763,598 | 20,346 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $16,699,633 | 115,849 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $11,322,923 | 80,930 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,074,949 | 17,323 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,077,116 | 9,480 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||