Position in WMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,442,366
-$93,859 QoQ
Shares Held
12,735
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,291
of 4,382 holders
Holding Since
Jun 2024
9 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, 2026FSM Wealth Advisors, LLC holds $4,077,092 across 4 Discount Stores names. WMT ranks #2 (35.4% of the industry book) .
All Filings in WMT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,366 | 12,735 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,536,225 | 12,361 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,336,808 | 11,999 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,241,666 | 12,048 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,059,641 | 10,837 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $520,858 | 5,933 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $475,060 | 5,258 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $330,994 | 4,099 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $234,547 | 3,464 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||