Position in WMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$315,768
-$28,487 QoQ
Shares Held
2,788
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,786
of 4,382 holders
Holding Since
Dec 2023
11 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, 2026Security National Bank holds $8,192,318 across 3 Discount Stores names. WMT ranks #2 (3.9% of the industry book) .
All Filings in WMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,768 | 2,788 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $344,255 | 2,770 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $301,141 | 2,703 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $278,570 | 2,703 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $264,299 | 2,703 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $237,295 | 2,703 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $265,900 | 2,943 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $189,197 | 2,343 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $158,643 | 2,343 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $140,977 | 2,343 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $143,461 | 910 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||