Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$317,128
-$12,711 QoQ
Shares Held
2,800
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#3,783
of 4,382 holders
Holding Since
Dec 2022
10 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, 2026Strata Wealth Advisors, LLC holds $932,621 across 3 Discount Stores names. WMT ranks #2 (34.0% of the industry book) .
All Filings in WMT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,128 | 2,800 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $329,839 | 2,654 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $288,440 | 2,589 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $447,795 | 4,345 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $303,900 | 3,108 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $281,893 | 3,211 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $324,537 | 3,592 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $287,712 | 3,563 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $234,141 | 3,458 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $264,296 | 1,864 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||