Position in WMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,383,275
-$633,535 QoQ
Shares Held
38,701
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,408
of 4,382 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $9,101,461 across 4 Discount Stores names. WMT ranks #1 (48.2% of the industry book) .
All Filings in WMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,383,275 | 38,701 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,016,810 | 40,367 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,857,125 | 34,621 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,019,761 | 29,301 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,720,044 | 27,818 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,361,463 | 26,899 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,470,711 | 27,346 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,026,179 | 25,092 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,694,307 | 25,023 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,408,639 | 23,411 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,285,162 | 8,152 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||