Position in WMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,135,204
-$111,696 QoQ
Shares Held
10,023
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,532
of 4,382 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, 2026Westside Investment Management, Inc. holds $2,612,467 across 5 Discount Stores names. WMT ranks #2 (43.5% 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 | $1,135,204 | 10,023 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,246,900 | 10,033 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,117,664 | 10,032 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,052,138 | 10,209 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $925,486 | 9,465 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $738,313 | 8,410 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $759,843 | 8,410 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $687,182 | 8,510 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $576,143 | 8,509 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $526,006 | 8,742 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $459,234 | 2,913 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $481,869 | 3,013 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $473,581 | 3,013 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $469,923 | 3,187 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $458,971 | 3,237 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $569,244 | 4,389 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $369,481 | 3,039 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $452,121 | 3,036 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $427,702 | 2,956 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $412,007 | 2,956 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $423,906 | 3,006 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $448,917 | 3,305 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $570,112 | 3,955 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $567,334 | 4,055 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $171,285 | 1,430 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $139,638 | 1,229 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||