Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$902,115
-$455,022 QoQ
Shares Held
7,965
-27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,763
of 4,382 holders
Holding Since
Sep 2025
4 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, 2026Caerus Investment Advisors, LLC holds $1,806,115 across 3 Discount Stores names. WMT ranks #1 (49.9% of the industry book) .
All Filings in WMT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,115 | 7,965 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,357,137 | 10,920 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,480,416 | 13,288 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,001,846 | 9,721 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||