Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,352,928
+$12,347,336 QoQ
Shares Held
109,067
+242271.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#808
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026IFG Advisory, LLC holds $15,579,794 across 5 Discount Stores names. WMT ranks #1 (79.3% 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 | $12,352,928 | 109,067 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,592 | 45 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,869,732 | 106,541 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,542,213 | 102,292 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,512,820 | 97,288 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,693,053 | 99,021 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,900,107 | 98,507 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,773,318 | 96,264 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,397,037 | 94,477 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,603,752 | 93,132 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,313,435 | 33,704 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,392,839 | 33,720 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,202,811 | 33,101 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,382,803 | 29,724 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,059,019 | 28,627 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,005,679 | 15,464 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,710,632 | 14,070 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,296,346 | 15,420 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,270,620 | 15,693 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,234,400 | 16,031 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,185,670 | 15,499 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,441,410 | 17,974 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,606,520 | 18,082 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,000,651 | 21,447 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,561,138 | 21,382 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,983,090 | 26,255 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||