Position in WMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$330,605
-$32,044 QoQ
Shares Held
2,919
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#3,750
of 4,382 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $741,368 across 4 Discount Stores names. WMT ranks #2 (44.6% of the industry book) .
All Filings in WMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,605 | 2,919 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $362,649 | 2,918 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $386,815 | 3,472 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $291,865 | 2,832 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $274,370 | 2,806 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $281,893 | 3,211 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $317,038 | 3,509 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $284,805 | 3,527 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $246,193 | 3,636 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $216,792 | 3,603 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $192,490 | 1,221 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||