Position in WMT
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$5,763,853
+$813,356 QoQ
Shares Held
46,378
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 90%
None 10%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $13,772,541 across 5 Discount Stores names. WMT ranks #2 (41.9% of the industry book) .
All Filings in WMT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,763,853 | 46,378 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,950,497 | 44,435 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,156,097 | 40,327 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,824,271 | 39,111 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,347,325 | 26,738 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,247,725 | 24,878 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,045,961 | 25,337 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,193,590 | 17,628 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $695,263 | 11,555 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $368,270 | 2,336 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $874,656 | 5,469 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $775,210 | 4,932 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $850,344 | 5,767 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $663,148 | 4,677 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $597,007 | 4,603 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $592,105 | 3,976 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $555,030 | 3,836 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||