Position in WMT
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$9,150,736
+$976,251 QoQ
Shares Held
73,630
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
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, 2026Anchor Investment Management, LLC holds $21,279,139 across 6 Discount Stores names. WMT ranks #1 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
73,630 | $9,150,736 | |
| 2 | COST |
Costco Wholesale Corp /New
|
8,519 | $8,488,587 | |
| 3 | DG |
Dollar General Corp
|
24,839 | $2,949,134 | |
| 4 | TGT |
Target Corp
|
2,285 | $276,942 | |
| 5 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
2,201 | $216,622 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
1,800 | $197,118 |
All Filings in WMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,150,736 | 73,630 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,174,485 | 73,373 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $7,912,534 | 76,776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,528,571 | 76,995 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $7,172,267 | 81,698 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $7,367,500 | 81,544 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,121,181 | 88,188 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $5,765,167 | 85,145 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $4,810,651 | 79,951 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,029,534 | 25,560 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $3,140,545 | 19,637 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $3,071,923 | 19,544 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $2,759,674 | 18,716 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $2,508,830 | 17,694 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $2,051,593 | 15,818 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $1,873,306 | 15,408 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $2,228,885 | 14,967 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $2,087,876 | 14,430 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $1,792,148 | 12,858 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $1,605,654 | 11,386 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $1,434,094 | 10,558 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $1,228,013 | 8,519 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $1,111,026 | 7,941 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $740,001 | 6,178 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $700,012 | 6,161 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||