Position in WMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,842,966
-$218,466 QoQ
Shares Held
16,272
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,065
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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $10,298,492 across 4 Discount Stores names. WMT ranks #2 (17.9% 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 | $1,842,966 | 16,272 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,061,432 | 16,587 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,911,795 | 17,160 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,611,240 | 15,634 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,447,926 | 14,808 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,259,523 | 14,347 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,122,237 | 12,421 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $871,534 | 10,793 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,737,506 | 25,661 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,633,916 | 27,155 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,351,691 | 8,574 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,717,968 | 10,742 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,594,432 | 10,144 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,486,443 | 10,081 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,243,639 | 8,771 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $710,755 | 5,480 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $501,639 | 4,126 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $804,763 | 5,404 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $844,121 | 5,834 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $584,420 | 4,193 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $584,387 | 4,144 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $613,001 | 4,513 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $695,379 | 4,824 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $649,742 | 4,644 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $560,810 | 4,682 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $375,854 | 3,308 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||