Position in WMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,657,446
-$174,316 QoQ
Shares Held
14,634
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#2,163
of 4,373 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, 2026Physician Wealth Advisors, Inc. holds $3,516,892 across 7 Discount Stores names. WMT ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
1,890 | $1,768,038 | |
| 2 | WMT |
Walmart Inc.
This page
|
14,634 | $1,657,446 | |
| 3 | TGT |
Target Corp
|
513 | $67,002 | |
| 4 | DLTR |
Dollar Tree, Inc.
|
80 | $9,676 | |
| 5 | DG |
Dollar General Corp
|
82 | $9,439 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
45 | $3,924 | |
| 7 | PSMT |
Pricesmart Inc
|
7 | $1,367 |
All Filings in WMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,657,446 | 14,634 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,831,762 | 14,739 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,587,258 | 14,247 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,474,685 | 14,309 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,291,184 | 13,205 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,050,934 | 11,971 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,024,840 | 11,343 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $920,388 | 11,398 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $768,237 | 11,346 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $644,601 | 10,713 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $546,257 | 3,465 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $570,790 | 3,569 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $560,817 | 3,568 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $522,710 | 3,545 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $502,361 | 3,543 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $459,397 | 3,542 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $430,393 | 3,540 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $526,878 | 3,538 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $500,193 | 3,457 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $481,557 | 3,455 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $467,340 | 3,314 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $449,054 | 3,306 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $476,415 | 3,305 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $463,522 | 3,313 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $381,260 | 3,183 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $353,585 | 3,112 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||