Position in WMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,146,235
+$2,513,820 QoQ
Shares Held
177,876
+12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#587
of 4,382 holders
Holding Since
Mar 2020
23 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, 2026CallValue
$4,246
CallShares
5,100
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, 2026Global Retirement Partners, LLC holds $43,103,700 across 9 Discount Stores names. WMT ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
177,876 | $20,146,235 | |
| 2 | COST |
Costco Wholesale Corp /New
|
20,651 | $19,318,390 | |
| 3 | TGT |
Target Corp
|
13,871 | $1,811,691 | |
| 4 | DG |
Dollar General Corp
|
5,454 | $627,809 | |
| 5 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
4,482 | $390,920 | |
| 6 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
3,861 | $296,833 | |
| 7 | PSMT |
Pricesmart Inc
|
1,091 | $213,115 | |
| 8 | TBBB |
Bbb Foods Inc
|
4,112 | $171,347 |
All Filings in WMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,246 | 5,100 | Call | Sole | 2026-08-06 | |
| 2026-06-30 | $20,146,235 | 177,876 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $17,632,415 | 158,266 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,192,813 | 128,011 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,520,729 | 128,050 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $10,616,938 | 117,509 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,964,211 | 98,628 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,498,534 | 95,976 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,334,947 | 72,045 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,982,554 | 25,262 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,323,665 | 20,782 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,265,412 | 20,775 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,012,698 | 20,432 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,080,483 | 14,673 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,433,443 | 11,052 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,236,469 | 10,170 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,561,277 | 10,484 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $3,385,679 | 24,291 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,295,216 | 23,367 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,958,107 | 21,778 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,605,799 | 18,077 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,066,192 | 14,768 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,698,002 | 14,176 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $687,854 | 6,054 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||