Position in WMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,867,746
-$442,652 QoQ
Shares Held
60,637
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,114
of 4,378 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, 2026NorthRock Partners, LLC holds $19,451,923 across 5 Discount Stores names. WMT ranks #2 (35.3% 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 | $6,867,746 | 60,637 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,310,398 | 58,822 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,373,288 | 39,254 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,301,483 | 80,550 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,768,433 | 58,994 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $5,753,668 | 65,539 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,654,283 | 62,582 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $5,473,638 | 67,785 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $4,347,252 | 64,204 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $4,531,101 | 75,305 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $4,697,497 | 29,797 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $1,905,246 | 11,913 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,568,183 | 9,977 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,462,261 | 9,917 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,222,796 | 8,624 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $969,636 | 7,476 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $243,160 | 2,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $831,420 | 5,583 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $790,730 | 5,465 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $572,015 | 4,104 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $461,558 | 3,273 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $369,457 | 2,720 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $287,723 | 1,996 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $282,758 | 2,021 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $372,036 | 3,106 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $211,333 | 1,860 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||