Position in WMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$592,576
-$21,367 QoQ
Shares Held
5,232
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#3,158
of 4,382 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $903,623 across 4 Discount Stores names. WMT ranks #1 (65.6% of the industry book) .
All Filings in WMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,576 | 5,232 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $613,943 | 4,940 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $568,413 | 5,102 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $544,465 | 5,283 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $457,903 | 4,683 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||