Position in WMT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$21,136,354
-$1,323,900 QoQ
Shares Held
186,618
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#562
of 4,382 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $28,575,046 across 4 Discount Stores names. WMT ranks #1 (74.0% of the industry book) .
All Filings in WMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,136,354 | 186,618 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $22,460,254 | 180,723 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $20,414,099 | 183,234 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $18,361,891 | 178,167 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,217,004 | 176,079 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,390,816 | 175,314 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $15,303,844 | 169,384 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,820,338 | 133,998 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,517,714 | 125,797 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,228,282 | 120,131 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,964,057 | 37,831 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,324,751 | 39,547 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,961,519 | 37,928 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,464,349 | 37,059 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $4,773,086 | 36,801 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,260,166 | 35,040 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,187,032 | 34,831 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,980,808 | 34,424 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,715,504 | 33,832 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,198,000 | 36,860 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,852,801 | 35,727 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,667,144 | 32,377 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,145,536 | 29,630 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,205,674 | 26,763 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,883,104 | 25,375 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||