Position in WMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,610,670
-$604,123 QoQ
Shares Held
14,221
-20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#2,194
of 4,381 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, 2026SRH ADVISORS, LLC holds $1,913,797 across 4 Discount Stores names. WMT ranks #1 (84.2% 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 | $1,610,670 | 14,221 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,214,793 | 17,821 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,983,320 | 17,802 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,834,674 | 17,802 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,779,596 | 18,200 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,597,075 | 18,192 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,712,764 | 18,957 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,767,859 | 21,893 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,480,682 | 21,868 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,304,055 | 54,912 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,889,409 | 18,328 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,931,197 | 18,328 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,877,649 | 18,308 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,699,514 | 18,308 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,638,142 | 18,606 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,413,196 | 18,606 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,270,508 | 18,675 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,780,336 | 18,670 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,701,072 | 18,668 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,579,366 | 18,506 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,632,845 | 18,670 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,535,268 | 18,665 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,690,271 | 18,663 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,612,541 | 18,673 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $2,248,871 | 18,775 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,132,077 | 18,765 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||