Position in WMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,643,433
-$284,393 QoQ
Shares Held
40,998
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,368
of 4,381 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, 2026United Advisor Group, LLC holds $7,267,483 across 3 Discount Stores names. WMT ranks #1 (63.9% 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 | $4,643,433 | 40,998 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,927,826 | 39,651 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,380,195 | 39,316 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,849,497 | 37,352 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,227,620 | 33,009 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,504,121 | 28,524 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,997,090 | 33,172 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $2,518,108 | 31,184 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,833,451 | 27,078 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,332,945 | 22,153 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,567,197 | 9,941 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||