Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$464,592
-$45,080 QoQ
Shares Held
4,102
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,418
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)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Clean Yield Group holds $5,992,609 across 4 Discount Stores names. WMT ranks #2 (7.8% of the industry book) .
All Filings in WMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,592 | 4,102 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $509,672 | 4,101 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $456,892 | 4,101 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $422,649 | 4,101 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $400,995 | 4,101 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $360,026 | 4,101 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $370,525 | 4,101 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $331,155 | 4,101 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $319,929 | 4,725 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $284,303 | 4,725 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $248,298 | 1,575 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $251,889 | 1,575 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $254,002 | 1,616 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $232,233 | 1,575 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $248,132 | 1,750 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $207,519 | 1,600 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $188,449 | 1,550 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $230,826 | 1,550 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $224,269 | 1,550 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $220,359 | 1,581 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $146,801 | 1,041 | Shares | Sole | 2021-07-26 | |
| 2020-12-31 | $136,798 | 949 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $87,303 | 624 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $69,831 | 583 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $66,240 | 583 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||