Position in WMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$208,171
-$149,879 QoQ
Shares Held
1,838
-36.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4,146
of 4,382 holders
Holding Since
Mar 2024
6 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, 2026Dynasty Wealth Management, LLC holds $817,045 across 3 Discount Stores names. WMT ranks #2 (25.5% of the industry book) .
All Filings in WMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,171 | 1,838 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $358,050 | 2,881 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $296,350 | 2,660 | Shares | Sole | 2026-02-10 | |
| 2024-09-30 | $1,719,248 | 21,291 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,849,634 | 27,317 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,536,501 | 25,536 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||