Position in WMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,105,705
+$435,349 QoQ
Shares Held
62,738
+16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,090
of 4,382 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, 2026Capital Investment Advisory Services, LLC holds $12,376,013 across 5 Discount Stores names. WMT ranks #1 (57.4% 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 | $7,105,705 | 62,738 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,670,356 | 53,672 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,012,909 | 53,971 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,434,353 | 52,730 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,081,431 | 51,968 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,587,203 | 52,252 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,595,020 | 50,858 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,947,544 | 48,886 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,409,537 | 50,355 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,229,624 | 53,675 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,667,122 | 16,918 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,911,045 | 18,202 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,026,341 | 19,254 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,955,192 | 20,042 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,878,618 | 20,302 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,759,235 | 21,274 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,676,464 | 22,014 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,741,468 | 18,409 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,595,304 | 17,937 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,576,718 | 18,487 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,570,937 | 18,231 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,497,372 | 18,386 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,469,721 | 17,133 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,987,842 | 14,208 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,752,023 | 14,627 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,508,531 | 13,277 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||