Position in WMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$60,707
+$21,435 QoQ
Shares Held
536
+69.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#4,289
of 4,382 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $129,657 across 4 Discount Stores names. WMT ranks #1 (46.8% of the industry book) .
All Filings in WMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,707 | 536 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $39,272 | 316 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $24,398 | 219 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $32,773 | 318 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $129,754 | 1,327 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||