Position in WMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,883,403
-$552,312 QoQ
Shares Held
51,946
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,216
of 4,373 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026North Star Investment Management Corp. holds $20,472,478 across 6 Discount Stores names. WMT ranks #2 (28.7% 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 | $5,883,403 | 51,946 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,435,715 | 51,784 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,763,016 | 51,728 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,289,039 | 51,320 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,016,016 | 51,299 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,511,703 | 51,392 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,713,017 | 52,164 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,179,216 | 51,755 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,493,632 | 51,597 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,135,699 | 52,114 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,704,170 | 17,153 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,748,876 | 17,188 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,707,580 | 17,226 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,535,697 | 17,197 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,826,962 | 12,885 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,668,200 | 12,862 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,606,073 | 13,210 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,961,425 | 13,171 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,943,476 | 13,432 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,983,377 | 14,230 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,998,818 | 14,174 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,962,065 | 14,445 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,058,173 | 14,278 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,964,057 | 14,038 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,560,854 | 13,031 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,538,981 | 13,545 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||