Position in WMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,950,110
-$159,543 QoQ
Shares Held
17,218
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#2,016
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)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $2,689,664 across 6 Discount Stores names. WMT ranks #1 (72.5% 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 | $1,950,110 | 17,218 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,109,653 | 16,975 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,160,128 | 19,389 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,979,061 | 19,203 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,953,253 | 19,976 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,765,193 | 20,107 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,667,861 | 18,460 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,077,285 | 13,341 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $933,585 | 13,788 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $471,732 | 7,840 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $412,254 | 2,615 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $349,447 | 2,185 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $267,991 | 1,705 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $263,493 | 1,787 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $205,311 | 1,448 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $188,583 | 1,454 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $265,044 | 2,180 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $212,657 | 1,428 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $236,568 | 1,635 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $194,156 | 1,393 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $196,440 | 1,393 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $184,864 | 1,361 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $184,656 | 1,281 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $179,224 | 1,281 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $154,636 | 1,291 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $139,297 | 1,226 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||