Position in WMT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$8,277,267
+$169,240 QoQ
Shares Held
73,082
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#990
of 4,382 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Derivatives in WMT
reported options exposure · as of Mar 31, 2026CallValue
$61,750
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $15,109,962 across 5 Discount Stores names. WMT ranks #1 (54.8% of the industry book) .
All Filings in WMT
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,277,267 | 73,082 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,108,027 | 65,240 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $61,750 | 50,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $10,403,242 | 93,378 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $44,564 | 400 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $9,590,660 | 93,059 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $61,836 | 60,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $9,170,590 | 93,788 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $102,669 | 1,050 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $18,699,468 | 206,967 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $18,460,903 | 228,618 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $17,485,972 | 258,248 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $6,234,033 | 103,607 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $15,817,655 | 100,334 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $16,569,867 | 103,607 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $15,893,559 | 101,117 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $15,391,863 | 104,387 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $15,136,638 | 106,754 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $13,364,405 | 103,041 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $8,097,476 | 66,602 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $11,936,085 | 80,151 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $12,212,125 | 84,402 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $11,454,387 | 82,181 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $11,418,961 | 80,974 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $10,095,162 | 74,322 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $6,921,071 | 48,013 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $7,147,866 | 51,089 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $4,751,914 | 39,672 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $3,971,695 | 34,956 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||