Position in WMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$66,802,559
-$16,309,192 QoQ
Shares Held
589,816
-11.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#303
of 4,378 holders
Holding Since
Mar 2020
26 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, 2026BENJAMIN EDWARDS INC holds $140,650,375 across 5 Discount Stores names. WMT ranks #2 (47.5% of the industry book) .
All Filings in WMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,802,559 | 589,816 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $83,111,751 | 668,746 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $74,794,991 | 671,349 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $87,001,086 | 844,179 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $75,417,517 | 771,298 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $67,189,373 | 765,342 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $67,864,595 | 751,130 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $59,385,972 | 735,430 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,466,914 | 95,509 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,623,643 | 76,843 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $4,048,924 | 25,683 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $4,456,609 | 27,866 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,663,391 | 23,307 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,031,424 | 20,559 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $3,019,415 | 21,295 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $2,508,266 | 19,339 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $2,469,170 | 20,309 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,465,668 | 16,557 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,060,530 | 14,241 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,077,128 | 7,728 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $1,019,998 | 7,233 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $938,721 | 6,911 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,058,493 | 7,343 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,448,489 | 10,353 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,232,417 | 10,289 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $614,456 | 5,408 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||