Position in WMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,454,210
-$1,473,395 QoQ
Shares Held
101,132
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#836
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, 2026PFG Investments, LLC holds $33,813,863 across 5 Discount Stores names. WMT ranks #2 (33.9% 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 | $11,454,210 | 101,132 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $12,927,605 | 104,020 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,396,479 | 111,269 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,953,019 | 96,575 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,381,110 | 95,941 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,868,019 | 101,014 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,169,802 | 101,492 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,365,134 | 103,593 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,959,572 | 102,785 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,274,106 | 104,273 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,844,347 | 11,699 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,800,332 | 11,257 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,787,292 | 11,371 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,017,410 | 13,682 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||