Position in WMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$769,375
-$74,859 QoQ
Shares Held
6,793
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,901
of 4,373 holders
Holding Since
Mar 2023
13 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, 2026Avalon Trust Co holds $3,826,152 across 4 Discount Stores names. WMT ranks #2 (20.1% of the industry book) .
All Filings in WMT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,375 | 6,793 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $844,234 | 6,793 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $515,271 | 4,625 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $482,423 | 4,681 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $450,374 | 4,606 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $416,475 | 4,744 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $176,182 | 1,950 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $157,462 | 1,950 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $132,034 | 1,950 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $117,331 | 1,950 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $102,472 | 650 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $15,717 | 100 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,745 | 100 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||