Position in WMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$413,172
-$40,822 QoQ
Shares Held
3,648
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,534
of 4,378 holders
Holding Since
Jun 2020
24 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, 2026Financial Strategies Group, Inc. holds $1,498,712 across 2 Discount Stores names. WMT ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
12,446 | $1,085,540 | |
| 2 | WMT |
Walmart Inc.
This page
|
3,648 | $413,172 |
All Filings in WMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,172 | 3,648 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $453,994 | 3,653 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $469,815 | 4,217 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $435,119 | 4,222 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $450,179 | 4,604 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $492,238 | 5,607 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $504,604 | 5,585 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $469,803 | 5,818 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $357,779 | 5,284 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $312,282 | 5,190 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $272,734 | 1,730 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $279,397 | 1,747 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $274,593 | 1,747 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $257,595 | 1,747 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $247,706 | 1,747 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $231,644 | 1,786 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $209,604 | 1,724 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $251,376 | 1,688 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $244,236 | 1,688 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $244,333 | 1,753 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $238,888 | 1,694 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $231,182 | 1,702 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $245,343 | 1,702 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $203,506 | 1,699 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||