Position in WMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,105,053
-$502,790 QoQ
Shares Held
53,903
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,194
of 4,381 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $28,727,281 across 4 Discount Stores names. WMT ranks #2 (21.3% of the industry book) .
All Filings in WMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,105,053 | 53,903 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $6,607,843 | 53,169 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $5,863,842 | 52,633 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,301,002 | 41,733 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $4,161,614 | 42,561 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,690,929 | 87,606 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $3,733,171 | 41,319 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||