Position in WMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,231,362
-$31,695 QoQ
Shares Held
10,872
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,455
of 4,382 holders
Holding Since
Jun 2020
25 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, 2026HBW ADVISORY SERVICES LLC holds $5,160,309 across 4 Discount Stores names. WMT ranks #3 (23.9% of the industry book) .
All Filings in WMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,231,362 | 10,872 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,263,057 | 10,163 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,240,773 | 11,137 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $486,030 | 4,716 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $442,943 | 4,530 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $316,658 | 3,607 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $322,097 | 3,565 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $317,751 | 3,935 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $326,633 | 4,824 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $242 | 1,533 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $241,677 | 1,533 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $250,930 | 1,569 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $314,045 | 1,998 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $268,211 | 1,819 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $228,139 | 1,609 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $282,226 | 2,176 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $491,426 | 4,042 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $570,959 | 3,834 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $609,578 | 4,213 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $631,809 | 4,533 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $716,100 | 5,078 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $700,339 | 5,156 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $766,157 | 5,315 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $583,844 | 4,173 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $433,843 | 3,622 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||