Position in WMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$576,606
-$631,519 QoQ
Shares Held
5,091
-47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,192
of 4,382 holders
Holding Since
Dec 2020
19 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, 2026Destiny Wealth Partners, LLC holds $576,606 across 1 Discount Stores name. WMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
5,091 | $576,606 |
All Filings in WMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,606 | 5,091 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,208,125 | 9,721 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,104,852 | 9,917 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $908,267 | 8,813 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $598,022 | 6,116 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $242,300 | 2,760 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $249,366 | 2,760 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $227,472 | 2,817 | Shares | Sole | 2024-10-15 | |
| 2023-09-30 | $361,441 | 2,260 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $250,387 | 1,593 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $338,545 | 2,296 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $342,564 | 2,416 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $31,127 | 240 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $29,179 | 240 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $136,112 | 914 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $92,746 | 641 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $84,743 | 608 | Shares | Sole | 2021-10-28 | |
| 2021-03-31 | $75,385 | 555 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $370,609 | 2,571 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||