Position in WMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$470,029
-$6,211 QoQ
Shares Held
4,150
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#3,400
of 4,373 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, 2026Goldstein Advisors, LLC holds $1,841,428 across 2 Discount Stores names. WMT ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
1,466 | $1,371,399 | |
| 2 | WMT |
Walmart Inc.
This page
|
4,150 | $470,029 |
All Filings in WMT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,029 | 4,150 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $476,240 | 3,832 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $384,030 | 3,447 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $337,521 | 3,275 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $468,170 | 4,788 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $419,899 | 4,783 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $404,677 | 4,479 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $282,867 | 3,503 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $229,062 | 3,383 | Shares | Sole | 2024-07-24 | |
| 2022-12-31 | $861,940 | 6,079 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||