Position in WMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,154,205
-$1,277,787 QoQ
Shares Held
19,020
-31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,931
of 4,382 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Alpha Family Trust holds $5,672,742 across 5 Discount Stores names. WMT ranks #2 (38.0% of the industry book) .
All Filings in WMT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,154,205 | 19,020 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $3,431,992 | 27,615 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,056,166 | 9,480 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $977,008 | 9,480 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $926,954 | 9,480 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $832,249 | 9,480 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $856,518 | 9,480 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $765,510 | 9,480 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $641,890 | 9,480 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $570,411 | 9,480 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $498,174 | 3,160 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $505,378 | 3,160 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $496,688 | 3,160 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $465,942 | 3,160 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $556,525 | 3,925 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $289,230 | 2,230 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $302,126 | 2,485 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||