Position in WMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$99,555
+$877 QoQ
Shares Held
879
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#4,253
of 4,381 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, 2026HighMark Wealth Management LLC holds $925,035 across 3 Discount Stores names. WMT ranks #3 (10.8% of the industry book) .
All Filings in WMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,555 | 879 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $98,678 | 794 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $88,459 | 794 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $97,494 | 946 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $92,499 | 946 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $82,873 | 944 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $18,702 | 207 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $16,473 | 204 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $13,812 | 204 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $12,274 | 204 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $10,720 | 68 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $14,553 | 91 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $12,260 | 78 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $12,238 | 83 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $9,641 | 68 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $8,819 | 68 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $8,267 | 68 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $10,126 | 68 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,838 | 68 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $9,477 | 68 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,589 | 68 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $21,053 | 155 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $24,505 | 170 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $25,463 | 182 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $18,925 | 158 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $7,612 | 67 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||