Position in WMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,697,060
-$353,268 QoQ
Shares Held
23,813
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#1,744
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, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $3,750,737 across 4 Discount Stores names. WMT ranks #1 (71.9% 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 | $2,697,060 | 23,813 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,050,328 | 24,544 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,729,656 | 24,501 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,261,754 | 21,946 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,059,051 | 21,058 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,846,399 | 21,032 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,141,114 | 23,698 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,850,870 | 22,921 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,765,064 | 26,068 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,572,061 | 26,127 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,334,664 | 8,466 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,178,044 | 7,366 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,143,483 | 7,275 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,076,090 | 7,298 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $870,873 | 6,142 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $715,424 | 5,516 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $298,965 | 2,459 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $308,562 | 2,072 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $351,017 | 2,426 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $340,644 | 2,444 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $318,000 | 2,255 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $305,889 | 2,252 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $326,788 | 2,267 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $331,167 | 2,367 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $240,758 | 2,010 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $234,965 | 2,068 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||