Gleason Group, Inc.

Position in WMT — Walmart Inc.

CIK 1822632 PROSPECT, KY

Position in WMT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$883,767

-$39,012 QoQ

Shares Held

7,803

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#2,780

of 4,381 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Gleason Group, Inc. holds $2,157,102 across 3 Discount Stores names. WMT ranks #2 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,356	$1,268,497
2	WMT	Walmart Inc. This page	7,803	$883,767
3	DLTR	Dollar Tree, Inc.	40	$4,838

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$883,767	7,803	+5.1%	Shares	Sole	2026-07-13
2026-03-31	$922,779	7,425	-23.5%	Shares	Sole	2026-05-04
2025-12-31	$1,081,122	9,704	+4.8%	Shares	Sole	2026-01-15
2025-09-30	$954,644	9,263	-9.1%	Shares	Sole	2025-10-16
2025-06-30	$996,378	10,190	-17.9%	Shares	Sole	2025-07-17
2025-03-31	$1,089,649	12,412	+0.2%	Shares	Sole	2025-04-11
2024-12-31	$1,118,894	12,384	0.0%	Shares	Sole	2025-01-13
2024-09-30	$1,000,008	12,384	-5.5%	Shares	Sole	2024-10-15
2024-06-30	$887,001	13,100	-4.8%	Shares	Sole	2024-07-12
2024-03-31	$828,360	13,767	+190.2%	Shares	Sole	2024-04-12
2023-12-31	$747,891	4,744	0.0%	Shares	Sole	2024-01-19
2023-09-30	$758,707	4,744	-4.4%	Shares	Sole	2023-10-12
2023-06-30	$779,926	4,962	-1.2%	Shares	Sole	2023-07-20
2023-03-31	$740,641	5,023	+0.4%	Shares	Sole	2023-04-14
2022-12-31	$709,374	5,003	0.0%	Shares	Sole	2023-01-11
2022-09-30	$648,888	5,003	+2.5%	Shares	Sole	2022-10-11
2022-06-30	$593,554	4,882	+1.3%	Shares	Sole	2022-07-13
2022-03-31	$717,496	4,818	+0.4%	Shares	Sole	2022-04-22
2021-12-31	$694,367	4,799	-1.5%	Shares	Sole	2022-01-18
2021-09-30	$679,338	4,874	+8.2%	Shares	Sole	2021-10-12
2021-06-30	$635,436	4,506	+0.8%	Shares	Sole	2021-07-27
2021-03-31	$607,296	4,471	+10.0%	Shares	Sole	2021-04-14
2020-12-31	$586,113	4,066	+11.7%	Shares	Sole	2021-01-28
2020-09-30	$509,412	3,641	+0.3%	Shares	Sole	2020-10-15
2020-06-30	$434,681	3,629	-4.4%	Shares	Sole	2020-08-27
2020-03-31	$431,528	3,798	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.