Position in WMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,355,155
-$32,679 QoQ
Shares Held
11,965
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2,356
of 4,382 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026LifeSteps Financial, Inc. holds $2,942,541 across 4 Discount Stores names. WMT ranks #2 (46.1% of the industry book) .
All Filings in WMT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,355,155 | 11,965 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,387,834 | 11,167 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,100,953 | 9,882 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,010,297 | 9,803 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,041,650 | 10,653 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $791,953 | 9,021 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $770,053 | 8,523 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $657,143 | 8,138 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $550,346 | 8,128 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $477,569 | 7,937 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $411,781 | 2,612 | Shares | Sole | 2024-01-19 | |
| 2022-09-30 | $244,743 | 1,887 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $254,831 | 2,096 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $282,352 | 1,896 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $294,588 | 2,036 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $297,715 | 2,136 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $336,473 | 2,386 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $347,317 | 2,557 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $346,969 | 2,407 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $284,996 | 2,037 | Shares | Sole | 2020-10-21 | |
| No filing history on record for this holder in this stock. | ||||||