Position in WMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$70,299,349
-$9,428,135 QoQ
Shares Held
620,690
-3.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#290
of 4,381 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Wealthfront Advisers LLC holds $154,983,965 across 6 Discount Stores names. WMT ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
620,690 | $70,299,349 | |
| 2 | COST |
Costco Wholesale Corp /New
|
62,782 | $58,730,677 | |
| 3 | TGT |
Target Corp
|
113,059 | $14,766,635 | |
| 4 | DG |
Dollar General Corp
|
69,904 | $8,046,649 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
23,196 | $2,805,556 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
3,842 | $335,099 |
All Filings in WMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,299,349 | 620,690 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $79,727,484 | 641,515 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $65,820,248 | 590,793 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $58,945,785 | 571,956 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $54,433,539 | 556,694 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $45,245,297 | 515,381 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $37,346,471 | 462,495 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,673,307 | 453,010 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,503,440 | 440,476 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $22,263,017 | 141,218 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $23,680,195 | 148,066 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $22,456,763 | 142,873 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $21,024,895 | 142,590 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $21,028,009 | 148,304 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,158,245 | 140,002 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,449,058 | 135,294 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $13,328,340 | 89,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,444,547 | 99,831 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $13,159,841 | 94,417 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,362,923 | 94,759 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,216,676 | 97,303 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,661,352 | 101,709 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,160,643 | 94,065 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $11,124,097 | 92,871 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,512,340 | 92,522 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||