Position in WMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$50,715,902
+$44,834 QoQ
Shares Held
447,783
+9.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#358
of 4,378 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Apollon Wealth Management, LLC holds $108,501,700 across 6 Discount Stores names. WMT ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
58,774 | $54,981,313 | |
| 2 | WMT |
Walmart Inc.
This page
|
447,783 | $50,715,902 | |
| 3 | TGT |
Target Corp
|
11,803 | $1,541,589 | |
| 4 | DG |
Dollar General Corp
|
6,170 | $710,228 | |
| 5 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
3,172 | $276,661 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
2,282 | $276,007 |
All Filings in WMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,715,902 | 447,783 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $50,671,068 | 407,717 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $38,390,994 | 344,592 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $35,103,472 | 340,612 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $32,945,308 | 336,933 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $28,272,593 | 322,048 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $22,127,889 | 244,913 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $14,933,743 | 184,938 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $12,513,891 | 184,816 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $11,078,319 | 184,117 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,310,625 | 65,402 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,911,534 | 43,216 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,547,485 | 41,656 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,924,234 | 26,614 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,832,439 | 27,029 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,177,906 | 24,502 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,939,077 | 24,174 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,021,137 | 27,002 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,627,812 | 25,073 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,939,751 | 13,917 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,176,107 | 8,340 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,155,235 | 8,505 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,754,274 | 19,107 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $347,536 | 2,484 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $273,098 | 2,280 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||