Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,584,679
-$514,199 QoQ
Shares Held
31,650
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,529
of 4,382 holders
Holding Since
Dec 2022
13 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $6,302,504 across 3 Discount Stores names. WMT ranks #1 (56.9% of the industry book) .
All Filings in WMT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,584,679 | 31,650 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,098,878 | 32,981 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,705,830 | 33,263 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,398,918 | 32,980 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,513,919 | 35,937 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,343,745 | 38,088 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,573,974 | 39,557 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,229,919 | 39,999 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $137,112 | 2,025 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $36,102 | 600 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $31,530 | 200 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $31,986 | 200 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $52,320 | 369 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||