Position in WMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,672,712
+$43,244 QoQ
Shares Held
58,915
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,133
of 4,382 holders
Holding Since
Jun 2021
21 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, 2026Accurate Wealth Management, LLC holds $11,158,818 across 4 Discount Stores names. WMT ranks #1 (59.8% of the industry book) .
All Filings in WMT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,672,712 | 58,915 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,629,468 | 53,343 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,848,467 | 52,495 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,103,325 | 49,518 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,530,831 | 46,337 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,472,270 | 39,552 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,863,281 | 31,691 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,394,641 | 29,655 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,954,855 | 28,871 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,819,540 | 30,240 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,321,737 | 8,384 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,663,911 | 10,404 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,453,128 | 9,245 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,283,699 | 8,706 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,096,319 | 7,732 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $764,710 | 5,896 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $708,811 | 5,830 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $859,417 | 5,771 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $746,166 | 5,157 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $713,068 | 5,116 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $668,012 | 4,737 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||