Position in WMT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$882,861
-$100,815 QoQ
Shares Held
7,795
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#2,783
of 4,382 holders
Holding Since
Mar 2023
14 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, 2026Ruggaard & Associates LLC holds $1,930,686 across 3 Discount Stores names. WMT ranks #1 (45.7% of the industry book) .
All Filings in WMT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,861 | 7,795 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $983,676 | 7,915 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $887,380 | 7,965 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $820,872 | 7,965 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $784,977 | 8,028 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $708,992 | 8,076 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $734,184 | 8,126 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $684,517 | 8,477 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $560,435 | 8,277 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $479,976 | 7,977 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $419,191 | 2,659 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $453,401 | 2,835 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $457,393 | 2,910 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $464,025 | 3,147 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||