Position in WMT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$203,188
-$19,646 QoQ
Shares Held
1,794
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#4,169
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, 2026Cedar Mountain Advisors, LLC holds $1,203,328 across 7 Discount Stores names. WMT ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TGT |
Target Corp
|
4,739 | $618,960 | |
| 2 | COST |
Costco Wholesale Corp /New
|
392 | $366,704 | |
| 3 | WMT |
Walmart Inc.
This page
|
1,794 | $203,188 | |
| 4 | DLTR |
Dollar Tree, Inc.
|
54 | $6,531 | |
| 5 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
55 | $4,228 | |
| 6 | DG |
Dollar General Corp
|
27 | $3,107 | |
| 7 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
7 | $610 |
All Filings in WMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,188 | 1,794 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $222,834 | 1,793 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $193,630 | 1,738 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $179,118 | 1,738 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $158,892 | 1,625 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $142,658 | 1,625 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $148,264 | 1,641 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $135,983 | 1,684 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $121,268 | 1,791 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $107,764 | 1,791 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $88,914 | 564 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $90,200 | 564 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $88,649 | 564 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $81,687 | 554 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $78,551 | 554 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $71,853 | 554 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $67,355 | 554 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $82,501 | 554 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $80,158 | 554 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $77,216 | 554 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $78,125 | 554 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $75,385 | 555 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $80,003 | 555 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $77,650 | 555 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $66,477 | 555 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $57,605 | 507 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||