Position in WMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,291,163
-$810,535 QoQ
Shares Held
11,400
-32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#2,408
of 4,382 holders
Holding Since
Sep 2024
8 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $3,046,141 across 4 Discount Stores names. WMT ranks #1 (42.4% of the industry book) .
All Filings in WMT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,163 | 11,400 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $2,101,698 | 16,911 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,927,838 | 17,304 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,430,575 | 13,881 | Shares | Other | 2025-10-29 | |
| 2025-06-30 | $378,798 | 3,874 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $287,862 | 3,279 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $299,238 | 3,312 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $220,447 | 2,730 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||