Position in WMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$793,725
-$546,882 QoQ
Shares Held
7,008
-35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#2,878
of 4,382 holders
Holding Since
Mar 2023
14 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, 2026waypoint wealth counsel holds $1,324,485 across 3 Discount Stores names. WMT ranks #1 (59.9% of the industry book) .
All Filings in WMT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,725 | 7,008 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,340,607 | 10,787 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,689,866 | 15,168 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $1,379,869 | 13,389 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $634,494 | 6,489 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $488,024 | 5,559 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $505,326 | 5,593 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $419,334 | 5,193 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $322,841 | 4,768 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $283,701 | 4,715 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $243,883 | 1,547 | Shares | Sole | 2024-04-03 | |
| 2023-09-30 | $240,694 | 1,505 | Shares | Other | 2024-04-03 | |
| 2023-06-30 | $235,926 | 1,501 | Shares | Other | 2024-04-02 | |
| 2023-03-31 | $210,263 | 1,426 | Shares | Sole | 2024-04-04 | |
| No filing history on record for this holder in this stock. | ||||||