Position in WMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,337,260
-$237,989 QoQ
Shares Held
11,807
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#2,368
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, 2026Center for Financial Planning, Inc. holds $1,702,185 across 4 Discount Stores names. WMT ranks #1 (78.6% of the industry book) .
All Filings in WMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,260 | 11,807 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,575,249 | 12,675 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,430,392 | 12,839 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,350,292 | 13,102 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,103,545 | 11,286 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $955,594 | 10,885 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $913,799 | 10,114 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $818,320 | 10,134 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $685,089 | 10,118 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $588,101 | 9,774 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $508,263 | 3,224 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $509,217 | 3,184 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $484,899 | 3,085 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $443,824 | 3,010 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $403,250 | 2,844 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $334,885 | 2,582 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $312,947 | 2,574 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $363,215 | 2,439 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $338,719 | 2,341 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $305,242 | 2,190 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $292,193 | 2,072 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $280,081 | 2,062 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $268,695 | 1,864 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $265,689 | 1,899 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $230,456 | 1,924 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $254,167 | 2,237 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||