Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,634,902
-$652,663 QoQ
Shares Held
49,752
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,255
of 4,382 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, 2026Dorsey & Whitney Trust CO LLC holds $13,824,291 across 4 Discount Stores names. WMT ranks #2 (40.8% 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 | $5,634,902 | 49,752 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,287,565 | 50,592 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,695,939 | 51,126 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $5,076,728 | 49,260 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $4,824,554 | 49,341 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $4,517,316 | 51,456 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,654,553 | 51,517 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $4,024,332 | 49,837 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $3,190,353 | 47,118 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $2,869,380 | 47,688 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $2,913,526 | 18,481 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $2,682,980 | 16,776 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $2,697,042 | 17,159 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $2,505,465 | 16,992 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $2,372,847 | 16,735 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $2,194,905 | 16,923 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,762,664 | 14,498 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,230,817 | 14,980 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,972,700 | 13,634 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $1,670,465 | 11,985 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $1,693,082 | 12,006 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $1,713,762 | 12,617 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,851,604 | 12,845 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $1,785,526 | 12,762 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $1,503,476 | 12,552 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $1,428,197 | 12,570 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||