Position in WMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$213,268
-$20,751 QoQ
Shares Held
1,883
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#4,130
of 4,382 holders
Holding Since
Mar 2024
9 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, 2026TruNorth Capital Management, LLC holds $513,553 across 2 Discount Stores names. WMT ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
321 | $300,285 | |
| 2 | WMT |
Walmart Inc.
This page
|
1,883 | $213,268 |
All Filings in WMT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,268 | 1,883 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $234,019 | 1,883 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $52,766 | 512 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $55,636 | 569 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $211,749 | 2,412 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $69,208 | 766 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $46,027 | 570 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $29,047 | 429 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $10,830 | 180 | Shares | Sole | 2024-06-17 | |
| No filing history on record for this holder in this stock. | ||||||