Position in WMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,401,592
+$438,298 QoQ
Shares Held
12,375
+59.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,321
of 4,382 holders
Holding Since
Dec 2024
7 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, 2026PKS Advisory Services, LLC holds $2,824,857 across 3 Discount Stores names. WMT ranks #1 (49.6% of the industry book) .
All Filings in WMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,401,592 | 12,375 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $963,294 | 7,751 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $734,080 | 6,589 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $680,402 | 6,602 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $610,440 | 6,243 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $564,840 | 6,434 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $595,767 | 6,594 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||