Position in WMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$416,117
-$32,036 QoQ
Shares Held
3,674
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3,528
of 4,382 holders
Holding Since
Dec 2024
7 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, 2026Midwest Financial Group LLC holds $2,639,161 across 3 Discount Stores names. WMT ranks #3 (15.8% of the industry book) .
All Filings in WMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,117 | 3,674 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $448,153 | 3,606 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $326,431 | 2,930 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $318,146 | 3,087 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $313,384 | 3,205 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $228,341 | 2,601 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $216,659 | 2,398 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||