Position in WMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$97,290
+$18,248 QoQ
Shares Held
859
+35.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#4,257
of 4,382 holders
Holding Since
Jun 2025
5 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, 2026LFA - Lugano Financial Advisors SA holds $171,918 across 3 Discount Stores names. WMT ranks #1 (56.6% of the industry book) .
All Filings in WMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,290 | 859 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $79,042 | 636 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $70,856 | 636 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $65,546 | 636 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $62,188 | 636 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||