Position in WMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$240,337
-$51,472 QoQ
Shares Held
2,122
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#4,037
of 4,373 holders
Holding Since
Dec 2022
14 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, 2026Alliance Wealth Advisors, LLC /UT holds $1,525,659 across 4 Discount Stores names. WMT ranks #4 (15.8% of the industry book) .
All Filings in WMT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,337 | 2,122 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $291,809 | 2,348 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $244,656 | 2,196 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $244,870 | 2,376 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $637,882 | 7,266 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,113,383 | 12,323 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,034,811 | 12,815 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,101,844 | 16,273 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $908,567 | 15,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $732,757 | 4,648 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $735,837 | 4,601 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $694,735 | 4,420 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $610,885 | 4,143 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $566,308 | 3,994 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||