Position in WMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$166,492
-$16,199 QoQ
Shares Held
1,470
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#4,200
of 4,381 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $590,402 across 3 Discount Stores names. WMT ranks #2 (28.2% of the industry book) .
All Filings in WMT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,492 | 1,470 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $182,691 | 1,470 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $163,772 | 1,470 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $151,498 | 1,470 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $143,736 | 1,470 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $129,051 | 1,470 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $155,944 | 1,726 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $139,374 | 1,726 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $135,284 | 1,998 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $120,219 | 1,998 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $104,994 | 666 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $106,513 | 666 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $104,681 | 666 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||