Position in WMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,264,067
-$281,311 QoQ
Shares Held
19,990
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,902
of 4,382 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $2,748,149 across 4 Discount Stores names. WMT ranks #1 (82.4% of the industry book) .
All Filings in WMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,264,067 | 19,990 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,545,378 | 20,481 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,369,245 | 21,266 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,399,039 | 13,575 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,362,270 | 13,932 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,545,558 | 28,996 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,734,629 | 19,199 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,627,274 | 20,152 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,329,824 | 19,640 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,164,349 | 19,351 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $984,997 | 6,248 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $999,242 | 6,248 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $833,367 | 5,302 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $747,718 | 5,071 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $676,479 | 4,771 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $614,258 | 4,736 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $423,828 | 3,486 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $544,302 | 3,655 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $534,774 | 3,696 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $525,880 | 3,773 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $531,927 | 3,772 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $496,459 | 3,655 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $496,885 | 3,447 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $341,940 | 2,444 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $277,290 | 2,315 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||