Position in WMT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,614,126
-$10,997 QoQ
Shares Held
31,910
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,521
of 4,382 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $6,030,379 across 3 Discount Stores names. WMT ranks #1 (59.9% 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 | $3,614,126 | 31,910 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,625,123 | 29,169 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $3,409,368 | 30,602 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,907,013 | 28,207 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,735,199 | 27,973 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,489,372 | 28,356 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,523,210 | 16,859 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,331,647 | 16,491 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,106,652 | 16,344 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $963,381 | 16,011 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $834,914 | 5,296 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $822,839 | 5,145 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $723,184 | 4,601 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $618,110 | 4,192 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $541,212 | 3,817 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $305,313 | 2,354 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||