Position in WMT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$964,182
-$87,102 QoQ
Shares Held
8,513
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,695
of 4,382 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, 2026Advisory Resource Group holds $3,129,918 across 3 Discount Stores names. WMT ranks #2 (30.8% 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 | $964,182 | 8,513 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,051,284 | 8,459 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $979,182 | 8,789 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $891,572 | 8,651 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $845,014 | 8,642 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $752,711 | 8,574 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $817,125 | 9,044 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $653,994 | 8,099 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $548,315 | 8,098 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $494,176 | 8,213 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $447,253 | 2,837 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $439,967 | 2,751 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $432,401 | 2,751 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $400,031 | 2,713 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $428,914 | 3,025 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $417,374 | 3,218 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $391,123 | 3,217 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $527,772 | 3,544 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $512,781 | 3,544 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $569,785 | 4,088 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $691,703 | 4,905 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $665,974 | 4,903 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $353,167 | 2,450 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $357,050 | 2,552 | Shares | Sole | 2020-12-09 | |
| 2020-06-30 | $305,559 | 2,551 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $275,414 | 2,424 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||