Position in WMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,458,902
-$129,893 QoQ
Shares Held
12,881
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,279
of 4,373 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Root Financial Partners, LLC holds $4,388,636 across 3 Discount Stores names. WMT ranks #2 (33.2% 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 | $1,458,902 | 12,881 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,588,795 | 12,784 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,055,052 | 9,470 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,072,339 | 10,405 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,022,778 | 10,460 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $500,490 | 5,701 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $366,007 | 4,051 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||