Position in WMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$698,814
+$69,088 QoQ
Shares Held
6,170
+21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,993
of 4,378 holders
Holding Since
Sep 2024
8 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $1,623,058 across 2 Discount Stores names. WMT ranks #2 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
988 | $924,244 | |
| 2 | WMT |
Walmart Inc.
This page
|
6,170 | $698,814 |
All Filings in WMT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,814 | 6,170 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $629,726 | 5,067 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $544,572 | 4,888 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $414,095 | 4,018 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $390,533 | 3,994 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $298,047 | 3,395 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $306,557 | 3,393 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $247,337 | 3,063 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||