Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$63,716,451
-$6,054,589 QoQ
Shares Held
562,568
+0.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#309
of 4,382 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)
Derivatives in WMT
reported options exposure · as of Jun 30, 2025CallValue
$387
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Prime Capital Investment Advisors, LLC holds $107,881,362 across 4 Discount Stores names. WMT ranks #1 (59.1% of the industry book) .
All Filings in WMT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,716,451 | 562,568 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $69,771,040 | 561,402 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $63,670,480 | 571,497 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $60,520,026 | 587,231 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $387 | 100 | Call | Sole | 2025-07-23 | |
| 2025-06-30 | $56,702,230 | 579,896 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $62,277,611 | 709,393 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $50,602,234 | 560,069 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $45,072,550 | 558,174 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $34,934,906 | 515,949 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $35,209,799 | 585,172 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $34,986,003 | 221,922 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $28,437,793 | 177,814 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $22,459,593 | 142,891 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,463 | 300 | Call | Sole | 2023-05-05 | |
| 2023-03-31 | $21,850,762 | 148,191 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $22,999,881 | 162,211 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $17,619,082 | 135,845 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $13,792,411 | 113,443 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,598,031 | 98,026 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $14,191,918 | 98,085 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,047,316 | 29,038 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,836,398 | 41,387 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,859,631 | 21,053 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,337,617 | 30,091 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $6,535,200 | 46,710 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,384,235 | 44,951 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $4,539,796 | 39,956 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||