Position in WMT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,688
+$5,675 QoQ
Shares Held
86
+91.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $38,883 across 3 Discount Stores names. WMT ranks #2 (27.5% of the industry book) .
All Filings in WMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,688 | 86 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,013 | 45 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,637 | 45 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,400 | 45 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,950 | 45 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,065 | 45 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||