Position in WMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$642,750
-$51,105 QoQ
Shares Held
5,675
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#3,076
of 4,382 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $2,223,129 across 3 Discount Stores names. WMT ranks #3 (28.9% of the industry book) .
All Filings in WMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,750 | 5,675 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $693,855 | 5,583 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $543,012 | 4,874 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $502,314 | 4,874 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $469,344 | 4,800 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $393,299 | 4,480 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $404,587 | 4,478 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||