Position in WMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,203,250
-$890,279 QoQ
Shares Held
54,770
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,182
of 4,382 holders
Holding Since
Mar 2020
26 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, 2026Checchi Capital Advisers, LLC holds $15,669,230 across 4 Discount Stores names. WMT ranks #2 (39.6% 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 | $6,203,250 | 54,770 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,093,529 | 57,077 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,136,462 | 55,080 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,807,224 | 56,348 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,836,977 | 59,695 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,126,409 | 58,394 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,037,193 | 55,752 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,448,113 | 55,085 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,807,333 | 56,230 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,436,429 | 57,112 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,967,445 | 18,823 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,064,578 | 19,162 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,940,207 | 18,706 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,764,982 | 18,752 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,604,822 | 18,371 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,205,417 | 17,004 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,020,539 | 16,619 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,732,384 | 18,348 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,495,902 | 17,250 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,426,884 | 17,412 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,413,982 | 17,118 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,390,609 | 17,600 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,646,594 | 18,360 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,545,384 | 18,193 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,178,680 | 18,189 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,101,513 | 18,496 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||