Position in WMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$60,852,899
-$182,251 QoQ
Shares Held
537,285
+9.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
17.10%
of 13F equity value
Holder Rank
#320
of 4,382 holders
Holding Since
Mar 2023
13 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, 2026Legacy Capital Wealth Partners, LLC holds $62,648,484 across 4 Discount Stores names. WMT ranks #1 (97.1% of the industry book) .
All Filings in WMT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,852,899 | 537,285 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $61,035,150 | 491,110 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,254,172 | 522,881 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $54,541,722 | 529,223 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $51,472,760 | 526,414 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $45,289,983 | 515,890 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $46,085,637 | 510,079 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $39,946,863 | 494,698 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $31,978,959 | 472,293 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $145,190 | 2,413 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $24,290,396 | 154,078 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $22,993,296 | 143,771 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $17,007,915 | 115,347 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||