Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,174,506
-$1,276,295 QoQ
Shares Held
10,370
-47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,502
of 4,382 holders
Holding Since
Sep 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, 2026EARNED WEALTH ADVISORS, LLC holds $4,456,936 across 3 Discount Stores names. WMT ranks #2 (26.4% 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 | $1,174,506 | 10,370 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,450,801 | 19,720 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,276,774 | 20,436 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,720,895 | 16,698 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,237,308 | 12,654 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,007,302 | 11,474 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $618,445 | 6,845 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $457,206 | 5,662 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $308,012 | 4,549 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $266,914 | 4,436 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $213,458 | 1,354 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $201,191 | 1,258 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||