Position in WMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$235,580
-$55,483 QoQ
Shares Held
2,080
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#4,061
of 4,382 holders
Holding Since
Sep 2022
16 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, 2026CLEAR INVESTMENT RESEARCH, LLC holds $235,580 across 1 Discount Stores name. WMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
2,080 | $235,580 |
All Filings in WMT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,580 | 2,080 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $291,063 | 2,342 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $260,922 | 2,342 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $239,511 | 2,324 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $250,121 | 2,558 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $224,479 | 2,557 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $231,205 | 2,559 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $207,123 | 2,565 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $162,097 | 2,394 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $110,472 | 1,836 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $97,270 | 617 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $98,197 | 614 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $89,749 | 571 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $76,526 | 519 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $75,148 | 530 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $62,255 | 480 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||