Position in WMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,371,029
-$1,445,660 QoQ
Shares Held
188,690
+2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#558
of 4,382 holders
Holding Since
Mar 2020
26 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $40,020,837 across 4 Discount Stores names. WMT ranks #1 (53.4% 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 | $21,371,029 | 188,690 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $22,816,689 | 183,591 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,282,190 | 182,050 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,068,170 | 175,317 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,686,935 | 180,885 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,879,878 | 169,494 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,361,126 | 170,018 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,337,081 | 177,549 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,185,005 | 150,421 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,232,512 | 53,723 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,284,822 | 52,552 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,302,446 | 51,913 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,072,423 | 57,720 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $8,607,541 | 58,376 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $8,735,675 | 61,610 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,052,316 | 46,664 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,673,778 | 46,667 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,764,542 | 45,424 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,681,784 | 46,180 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,130,108 | 29,632 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $6,120,413 | 43,401 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,614,925 | 48,700 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,312,184 | 43,789 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,735,552 | 48,142 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $4,337,596 | 36,213 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,903,866 | 34,359 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||