Position in WMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,409,153
-$272,809 QoQ
Shares Held
21,271
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,846
of 4,382 holders
Holding Since
Mar 2020
26 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, 2026Sound Income Strategies, LLC holds $4,087,386 across 2 Discount Stores names. WMT ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
21,271 | $2,409,153 | |
| 2 | COST |
Costco Wholesale Corp /New
|
1,794 | $1,678,233 |
All Filings in WMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,409,153 | 21,271 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,681,962 | 21,580 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,699,352 | 24,229 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,513,427 | 24,388 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,836,402 | 29,008 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,979,752 | 22,551 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,140,572 | 23,692 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,906,669 | 23,612 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,679,817 | 24,809 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,427,232 | 23,720 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,045,219 | 6,630 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $798,370 | 4,992 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $610,801 | 3,886 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $500,150 | 3,392 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $436,003 | 3,075 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $383,782 | 2,959 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $405,591 | 3,336 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $474,756 | 3,188 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $437,976 | 3,027 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $409,080 | 2,935 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $400,497 | 2,840 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $456,253 | 3,359 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $446,144 | 3,095 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,497,177 | 10,701 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,620,025 | 13,525 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,859,472 | 25,167 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||