Position in WMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$566,300
-$55,100 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#3,212
of 4,381 holders
Holding Since
Dec 2020
18 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, 2026Merrion Investment Management Co, LLC holds $2,948,435 across 3 Discount Stores names. WMT ranks #3 (19.2% of the industry book) .
All Filings in WMT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,300 | 5,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $621,400 | 5,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $557,050 | 5,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $515,300 | 5,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $488,900 | 5,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $438,950 | 5,000 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $316,225 | 3,500 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $282,625 | 3,500 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $203,130 | 3,000 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $236,475 | 1,500 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $239,895 | 1,500 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $235,769 | 1,500 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $221,175 | 1,500 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $212,684 | 1,500 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $212,765 | 1,750 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $260,610 | 1,750 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $244,494 | 1,800 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $216,225 | 1,500 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||