Position in WMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,853,317
+$14,701,706 QoQ
Shares Held
184,119
+272.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#569
of 4,373 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Simplicity Wealth,LLC holds $46,621,031 across 4 Discount Stores names. WMT ranks #2 (44.7% of the industry book) .
All Filings in WMT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,853,317 | 184,119 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,151,611 | 49,498 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,252,663 | 56,123 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,002,523 | 58,243 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,150,541 | 103,810 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,984,277 | 56,775 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,144,644 | 12,669 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,201,099 | 52,026 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $12,845,196 | 189,709 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $12,256,147 | 203,692 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,081,925 | 13,206 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,043,383 | 6,524 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $933,019 | 5,936 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $808,615 | 5,484 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $778,284 | 5,489 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $699,730 | 5,395 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $655,316 | 5,390 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $816,528 | 5,483 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||