Position in WMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$413,512
-$51,295 QoQ
Shares Held
3,651
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,536
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, 2026Legacy Capital Group California, Inc. holds $2,010,684 across 3 Discount Stores names. WMT ranks #3 (20.6% 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 | $413,512 | 3,651 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $464,807 | 3,740 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,764,734 | 15,840 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,641,127 | 15,924 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,551,279 | 15,865 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,085,012 | 23,750 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,833,743 | 20,296 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,631,230 | 20,201 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,423,873 | 21,029 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,238,298 | 20,580 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,101,658 | 6,988 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,098,399 | 6,868 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,110,475 | 7,065 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $905,490 | 6,141 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||