Position in WMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,397,686
-$332,329 QoQ
Shares Held
29,999
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#1,574
of 4,378 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, 2026Compton Wealth Advisory Group, LLC holds $11,225,770 across 3 Discount Stores names. WMT ranks #3 (30.3% 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 | $3,397,686 | 29,999 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,730,015 | 30,013 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,316,898 | 29,772 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,332,135 | 32,332 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,148,418 | 32,199 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,740,540 | 31,217 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,958,872 | 32,749 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,566,154 | 31,779 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,078,561 | 30,698 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,830,010 | 30,414 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,540,555 | 9,772 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,281,838 | 8,015 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,185,922 | 7,545 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,142,295 | 7,747 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $861,231 | 6,074 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $806,084 | 6,215 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $608,751 | 5,007 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $669,991 | 4,499 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $621,154 | 4,293 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $587,626 | 4,216 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $623,872 | 4,424 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $596,565 | 4,392 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $617,971 | 4,287 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $827,708 | 5,916 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $708,499 | 5,915 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $811,814 | 7,145 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||