Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,681,097
-$422,575 QoQ
Shares Held
94,306
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#863
of 4,382 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026CSM Advisors, LLC holds $45,153,087 across 4 Discount Stores names. WMT ranks #3 (23.7% of the industry book) .
All Filings in WMT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,681,097 | 94,306 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,103,672 | 89,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,067,658 | 18,559 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,233,919 | 31,379 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,128,701 | 195,630 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,895,624 | 192,455 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,753,323 | 196,495 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,264,261 | 201,415 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,831,401 | 219,043 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,384,997 | 222,453 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,797,107 | 74,831 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,098,864 | 75,651 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,278,265 | 78,116 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,824,162 | 80,191 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,541,839 | 81,401 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,453,941 | 80,601 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,718,015 | 88,156 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,108,831 | 88,026 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,970,495 | 103,466 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $14,947,250 | 107,241 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,982,116 | 106,241 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,954,622 | 110,098 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||