Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,158,622
-$32,807 QoQ
Shares Held
19,059
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,929
of 4,382 holders
Holding Since
Dec 2021
19 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, 2026Lifeworks Advisors, LLC holds $4,359,072 across 4 Discount Stores names. WMT ranks #1 (49.5% of the industry book) .
All Filings in WMT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,158,622 | 19,059 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,191,429 | 17,633 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,621,143 | 23,527 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,086,965 | 20,250 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,813,819 | 18,550 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,745,001 | 19,877 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,790,014 | 19,812 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,766,083 | 21,871 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,621,180 | 23,943 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,654,855 | 27,503 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,563,888 | 9,920 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,845,272 | 11,538 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,587,516 | 10,100 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,241,381 | 8,419 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,283,907 | 9,055 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,399,851 | 10,793 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,127,655 | 9,275 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $923,155 | 6,199 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,522,862 | 10,525 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||