Position in WMT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$6,838,258
+$477,527 QoQ
Shares Held
55,023
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Sunbelt Securities, Inc. holds $13,422,137 across 8 Discount Stores names. WMT ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
55,023 | $6,838,258 | |
| 2 | COST |
Costco Wholesale Corp /New
|
5,714 | $5,693,601 | |
| 3 | TGT |
Target Corp
|
5,546 | $672,175 | |
| 4 | DG |
Dollar General Corp
|
1,239 | $147,106 | |
| 5 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
362 | $35,628 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
290 | $31,757 | |
| 7 | PSMT |
Pricesmart Inc
|
13 | $1,956 | |
| 8 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
18 | $1,656 |
All Filings in WMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,838,258 | 55,023 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,360,731 | 57,093 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $5,279,145 | 51,224 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $4,062,759 | 41,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,166,425 | 47,459 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,754,042 | 41,550 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,236,217 | 40,077 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,775,636 | 40,993 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,429,243 | 40,373 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,134,738 | 13,541 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,096,202 | 13,107 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $2,001,214 | 12,732 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,850,644 | 12,551 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,779,321 | 12,549 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,542,131 | 11,890 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $1,488,748 | 12,245 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $1,869,094 | 12,551 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,197,262 | 15,186 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,664,894 | 11,945 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,684,485 | 11,945 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,594,102 | 11,736 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $1,036,582 | 7,191 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $960,482 | 6,865 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $640,224 | 5,345 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,188,398 | 124,876 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||