Position in WMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,728,066
-$4,558,303 QoQ
Shares Held
32,916
-50.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,499
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, 2026Cornerstone Wealth Group, LLC holds $15,560,107 across 4 Discount Stores names. WMT ranks #2 (24.0% 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 | $3,728,066 | 32,916 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,286,369 | 66,675 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,847,274 | 70,436 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,099,494 | 68,887 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,594,087 | 67,438 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,691,776 | 64,834 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,530,052 | 61,207 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,007,008 | 99,158 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,822,662 | 100,763 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,036,735 | 100,328 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,004,441 | 31,744 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,615,622 | 35,113 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,768,816 | 36,702 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,501,506 | 37,311 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,406,307 | 38,129 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,954,925 | 38,203 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,501,016 | 37,021 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,049,132 | 33,905 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,093,135 | 28,289 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $8,405,310 | 60,305 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $743,598 | 5,273 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $726,419 | 5,348 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,919,488 | 48,002 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $6,884,836 | 49,209 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $6,775,002 | 56,562 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $5,858,810 | 51,565 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||