Position in WMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$323,017
-$42,366 QoQ
Shares Held
2,852
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#3,772
of 4,382 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $503,344 across 4 Discount Stores names. WMT ranks #1 (64.2% of the industry book) .
All Filings in WMT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,017 | 2,852 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $365,383 | 2,940 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $328,659 | 2,950 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $315,157 | 3,058 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $328,443 | 3,359 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $207,798 | 2,367 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $213,858 | 2,367 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $202,036 | 2,502 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $173,473 | 2,562 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $159,570 | 2,652 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $145,668 | 924 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $148,095 | 926 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||