Position in WMT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,233,174
-$73,629 QoQ
Shares Held
10,888
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#2,454
of 4,382 holders
Holding Since
Jun 2020
22 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, 2026IRON Financial LLC holds $1,969,186 across 2 Discount Stores names. WMT ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
10,888 | $1,233,174 | |
| 2 | DG |
Dollar General Corp
|
6,394 | $736,012 |
All Filings in WMT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,233,174 | 10,888 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,306,803 | 10,515 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $460,568 | 4,134 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $426,153 | 4,135 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $403,342 | 4,125 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $355,900 | 4,054 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $411,092 | 4,550 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $351,020 | 4,347 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,047,202 | 15,466 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $914,584 | 15,200 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $383,562 | 2,433 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $396,306 | 2,478 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $986,932 | 6,279 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $907,259 | 6,153 | Shares | Sole | 2023-04-26 | |
| 2022-03-31 | $260,163 | 1,747 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $264,638 | 1,829 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $248,375 | 1,782 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $250,874 | 1,779 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $207,955 | 1,531 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $245,055 | 1,700 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $244,422 | 1,747 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $249,621 | 2,084 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||