Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,415,386
-$695,294 QoQ
Shares Held
56,643
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,158
of 4,382 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $9,006,487 across 4 Discount Stores names. WMT ranks #1 (71.2% 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 | $6,415,386 | 56,643 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,110,680 | 57,215 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,660,646 | 59,785 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,458,873 | 62,671 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,006,429 | 61,428 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,057,055 | 57,604 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,152,479 | 57,028 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,245,350 | 52,574 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,496,612 | 51,641 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,981,423 | 49,550 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,480,780 | 15,736 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,345,693 | 14,667 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,515,842 | 9,644 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,408,000 | 9,549 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,312,974 | 9,260 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,212,694 | 9,350 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,081,333 | 8,894 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $865,225 | 5,810 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $727,501 | 5,028 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||