Position in WMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,057,652
-$349,938 QoQ
Shares Held
35,826
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,454
of 4,373 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, 2026Pinnacle Wealth Planning Services, Inc. holds $7,172,541 across 8 Discount Stores names. WMT ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
35,826 | $4,057,652 | |
| 2 | COST |
Costco Wholesale Corp /New
|
2,352 | $2,200,225 | |
| 3 | TGT |
Target Corp
|
4,173 | $545,035 | |
| 4 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
1,373 | $119,753 | |
| 5 | PSMT |
Pricesmart Inc
|
608 | $118,766 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
578 | $69,909 | |
| 7 | DG |
Dollar General Corp
|
523 | $60,202 | |
| 8 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
13 | $999 |
All Filings in WMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,057,652 | 35,826 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,407,590 | 35,465 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,901,801 | 35,022 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,444,368 | 33,421 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,337,430 | 23,905 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,046,999 | 23,317 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,039,470 | 22,573 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $2,051,292 | 25,403 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,739,199 | 25,686 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,520,134 | 25,264 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,319,215 | 8,368 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,518,375 | 9,494 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,505,469 | 9,578 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,535,838 | 10,416 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,477,734 | 10,422 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,371,186 | 10,572 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $940,422 | 7,735 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,473,116 | 9,892 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,229,575 | 8,498 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,109,743 | 7,962 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,054,830 | 7,480 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $901,096 | 6,634 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,041,195 | 7,223 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,000,077 | 7,148 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $850,079 | 7,097 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $841,013 | 7,402 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||