Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$587,705
+$70,875 QoQ
Shares Held
5,189
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,169
of 4,378 holders
Holding Since
Mar 2020
3 quarters on record
Voting authority
Sole 47%
Shared 53%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Cynosure Group, LLC holds $587,705 across 1 Discount Stores name. WMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
5,189 | $587,705 |
All Filings in WMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,705 | 5,189 | Shares | Other | 2026-08-05 | |
| 2025-12-31 | $516,830 | 4,639 | Shares | Defined | 2026-02-17 | |
| 2020-03-31 | $394,261 | 3,470 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||