Position in WMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$324,942
+$40,963 QoQ
Shares Held
2,869
+25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#3,765
of 4,382 holders
Holding Since
Mar 2020
18 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, 2026Lloyd Advisory Services, LLC. holds $437,829 across 3 Discount Stores names. WMT ranks #1 (74.2% of the industry book) .
All Filings in WMT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,942 | 2,869 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $283,979 | 2,285 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $247,664 | 2,223 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $235,389 | 2,284 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $212,084 | 2,169 | Shares | Sole | 2025-07-16 | |
| 2024-12-31 | $483,191 | 5,348 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $422,403 | 5,231 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $347,013 | 5,125 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $267,374 | 1,696 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $874,017 | 5,465 | Shares | Other | 2023-11-13 | |
| 2022-03-31 | $61,503 | 413 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $33,568 | 232 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $40,420 | 290 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $35,537 | 252 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $34,093 | 251 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $46,272 | 321 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $35,117 | 251 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $34,199 | 301 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||