Position in WMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,905,691
-$258,381 QoQ
Shares Held
96,289
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#855
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)
Derivatives in WMT
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$23,740
PutShares
13,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Compound Planning, Inc. holds $23,195,682 across 5 Discount Stores names. WMT ranks #1 (47.0% of the industry book) .
All Filings in WMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,905,691 | 96,289 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $11,164,072 | 89,830 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $10,006,733 | 89,819 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $6,892,549 | 66,879 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,401,754 | 65,471 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,433,674 | 61,894 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,705,150 | 63,145 | Shares | Sole | 2025-01-17 | |
| 2024-12-31 | $23,740 | 13,100 | Put | Sole | 2025-01-17 | |
| 2024-09-30 | $4,149,581 | 51,388 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,326,998 | 49,136 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,334,716 | 38,802 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,271,131 | 8,063 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $683,061 | 4,271 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,164,388 | 7,408 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $956,065 | 6,484 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||