Position in WMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$665,289
-$64,731 QoQ
Shares Held
5,874
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#3,040
of 4,373 holders
Holding Since
Sep 2024
8 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, 2026MORRIS FINANCIAL CONCEPTS, INC. holds $1,350,172 across 3 Discount Stores names. WMT ranks #1 (49.3% of the industry book) .
All Filings in WMT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,289 | 5,874 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $730,020 | 5,874 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $485,859 | 4,361 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $450,475 | 4,371 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $402,853 | 4,120 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $361,168 | 4,114 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $363,116 | 4,019 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $276,407 | 3,423 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||