Position in WMT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$559,164
-$105,236 QoQ
Shares Held
4,937
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#3,223
of 4,382 holders
Holding Since
Mar 2023
12 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, 2026Carmel Capital Partners, LLC holds $4,117,027 across 3 Discount Stores names. WMT ranks #3 (13.6% of the industry book) .
All Filings in WMT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,164 | 4,937 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $664,400 | 5,346 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $584,039 | 5,973 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $532,182 | 6,062 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $543,997 | 6,021 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $478,766 | 5,929 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $385,134 | 5,688 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $319,141 | 5,304 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $272,103 | 1,726 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $273,960 | 1,713 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $285,753 | 1,818 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $258,479 | 1,753 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||