Position in WMT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$222,329
-$132,614 QoQ
Shares Held
1,963
-31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#4,089
of 4,373 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $604,531 across 4 Discount Stores names. WMT ranks #2 (36.8% of the industry book) .
All Filings in WMT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,329 | 1,963 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $354,943 | 2,856 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $315,290 | 2,830 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $286,712 | 2,782 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $203,969 | 2,086 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $199,107 | 2,268 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $207,895 | 2,301 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $174,581 | 2,162 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $146,389 | 2,162 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $127,139 | 2,113 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $109,724 | 696 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $101,555 | 635 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $93,836 | 597 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $83,751 | 568 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $73,730 | 520 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $72,891 | 562 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||