Position in WMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,738,317
-$555,222 QoQ
Shares Held
50,665
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,242
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, 2026BFSG, LLC holds $14,096,582 across 4 Discount Stores names. WMT ranks #2 (40.7% of the industry book) .
All Filings in WMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,738,317 | 50,665 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,293,539 | 50,640 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,876,431 | 52,746 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,733,949 | 55,637 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,615,212 | 57,427 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,166,441 | 58,850 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $5,573,601 | 61,689 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,047,036 | 62,502 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,877,219 | 72,031 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,472,977 | 74,339 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,855,015 | 24,453 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $3,982,896 | 24,904 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,728,150 | 23,719 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,559,590 | 24,141 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,454,710 | 24,365 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,105,145 | 23,941 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,968,499 | 24,416 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,530,735 | 50,569 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,841,953 | 26,553 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,749,879 | 26,904 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,795,414 | 26,914 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,571,652 | 26,295 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,686,492 | 25,574 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $3,483,621 | 24,899 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,856,635 | 23,849 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,568,264 | 22,604 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||