Position in WMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,934,824
-$643,564 QoQ
Shares Held
52,400
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,213
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Independence Bank of Kentucky holds $9,942,476 across 5 Discount Stores names. WMT ranks #1 (59.7% 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 | $5,934,824 | 52,400 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,578,388 | 52,932 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,096,020 | 54,717 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,692,622 | 55,236 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,160,437 | 52,776 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,569,996 | 52,056 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,685,460 | 51,859 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,173,475 | 39,300 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,876,514 | 27,714 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,578,439 | 26,233 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,184,897 | 7,516 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,162,531 | 7,269 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,216,415 | 7,739 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,321,741 | 8,964 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,236,266 | 8,719 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,150,308 | 8,869 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,135,922 | 9,343 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,427,100 | 9,583 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,292,515 | 8,933 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,250,935 | 8,975 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,256,912 | 8,913 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,214,321 | 8,940 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,678,194 | 11,642 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,674,863 | 11,971 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $1,500,485 | 12,527 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,432,974 | 12,612 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||