Position in WMT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,099,981
-$102,303 QoQ
Shares Held
9,712
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.24%
of 13F equity value
Holder Rank
#2,559
of 4,382 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $1,120,607 across 5 Discount Stores names. WMT ranks #1 (98.2% of the industry book) .
All Filings in WMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099,981 | 9,712 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,202,284 | 9,674 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $1,044,914 | 9,379 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $976,287 | 9,473 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $928,910 | 9,500 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $832,775 | 9,486 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $855,072 | 9,464 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $764,298 | 9,465 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $637,625 | 9,417 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $562,830 | 9,354 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $478,783 | 3,037 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||