Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$910,723
-$87,618 QoQ
Shares Held
8,041
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,754
of 4,382 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 50%
Shared 50%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Mechanics Financial Corp holds $930,597 across 3 Discount Stores names. WMT ranks #1 (97.9% 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 | $910,723 | 8,041 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $998,341 | 8,033 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $931,387 | 8,360 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $846,122 | 8,210 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $792,604 | 8,106 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $739,718 | 8,426 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $764,903 | 8,466 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $687,263 | 8,511 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $551,904 | 8,151 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $479,013 | 7,961 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $364,171 | 2,310 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||