Position in WMT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$217,232
-$21,137 QoQ
Shares Held
1,918
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.25%
of 13F equity value
Holder Rank
#4,114
of 4,382 holders
Holding Since
Dec 2025
3 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, 2026Magnolia Wealth Management, LLC holds $217,232 across 1 Discount Stores name. WMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
1,918 | $217,232 |
All Filings in WMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,232 | 1,918 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $238,369 | 1,918 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $218,586 | 1,962 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||