Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,388,175
+$901,505 QoQ
Shares Held
65,232
+25.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,068
of 4,382 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $19,153,742 across 4 Discount Stores names. WMT ranks #2 (38.6% of the industry book) .
All Filings in WMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,388,175 | 65,232 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,486,670 | 52,194 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,481,817 | 49,204 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,699,630 | 55,304 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,386,504 | 55,088 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,660,419 | 53,086 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $4,226,482 | 46,779 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,086,273 | 50,604 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,151,223 | 46,540 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,248,277 | 53,985 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,994,561 | 18,995 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,666,832 | 16,675 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,457,822 | 15,637 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,683,289 | 11,416 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,476,458 | 10,413 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||