Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,540,398
+$1,185,889 QoQ
Shares Held
101,893
+22.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#832
of 4,381 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $26,018,549 across 4 Discount Stores names. WMT ranks #2 (44.4% of the industry book) .
All Filings in WMT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,540,398 | 101,893 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $10,354,509 | 83,316 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $8,044,802 | 72,209 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $7,077,847 | 68,677 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||