Position in WMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,915,003
-$267,554 QoQ
Shares Held
52,225
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,216
of 4,382 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $22,499,951 across 4 Discount Stores names. WMT ranks #2 (26.3% 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 | $5,915,003 | 52,225 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,182,557 | 49,747 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,869,285 | 43,706 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,932,563 | 38,158 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,871,313 | 19,138 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,164,358 | 13,263 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,160,636 | 12,846 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $852,639 | 10,559 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $664,031 | 9,807 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $528,051 | 8,776 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $401,376 | 2,546 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||