Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,765,695
-$642,684 QoQ
Shares Held
24,419
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#1,716
of 4,382 holders
Holding Since
Dec 2020
23 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, 2026CoreFirst Bank & Trust holds $4,046,882 across 4 Discount Stores names. WMT ranks #1 (68.3% of the industry book) .
All Filings in WMT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,765,695 | 24,419 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,408,379 | 27,425 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,472,633 | 22,194 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,899,696 | 28,136 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,833,175 | 28,975 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,256,905 | 25,708 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,367,712 | 26,206 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,346,756 | 29,062 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $2,323,265 | 34,312 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,101,377 | 34,924 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,843,401 | 11,693 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $1,882,056 | 11,768 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $1,867,768 | 11,883 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,851,087 | 12,554 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,916,998 | 13,520 | Shares | Defined | 2023-02-16 | |
| 2022-09-30 | $1,784,540 | 13,759 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,663,215 | 13,680 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,781,976 | 11,966 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,731,360 | 11,966 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,686,498 | 12,100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,744,136 | 12,368 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,679,946 | 12,368 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,585,361 | 10,998 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||