Position in WMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,739,450
-$460,754 QoQ
Shares Held
50,675
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,241
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, 2026Welch Group, LLC holds $18,907,128 across 4 Discount Stores names. WMT ranks #2 (30.4% 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 | $5,739,450 | 50,675 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,200,204 | 49,889 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,671,103 | 50,903 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,203,087 | 50,486 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,690,506 | 47,970 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,137,893 | 47,134 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,223,320 | 46,744 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,837,966 | 47,529 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,978,698 | 43,992 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,581,714 | 42,907 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,217,662 | 14,067 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,248,775 | 14,061 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,228,025 | 14,175 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,178,426 | 14,774 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,038,938 | 14,380 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,840,182 | 14,188 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,779,324 | 14,635 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,192,995 | 14,726 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,026,528 | 14,006 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,979,614 | 14,203 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,877,682 | 13,315 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,974,697 | 14,538 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,353,424 | 9,389 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,215,119 | 8,685 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,028,551 | 8,587 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $773,751 | 6,810 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||