Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,447,692
-$616,798 QoQ
Shares Held
48,099
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#1,265
of 4,373 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026JPL Wealth Management, LLC holds $11,496,439 across 7 Discount Stores names. WMT ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
6,435 | $6,019,749 | |
| 2 | WMT |
Walmart Inc.
This page
|
48,099 | $5,447,692 | |
| 3 | TGT |
Target Corp
|
90 | $11,754 | |
| 4 | DG |
Dollar General Corp
|
66 | $7,596 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
59 | $7,136 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
20 | $1,744 | |
| 7 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
10 | $768 |
All Filings in WMT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,447,692 | 48,099 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,064,490 | 48,797 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,648,820 | 50,703 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $5,417,760 | 52,569 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,252,252 | 53,715 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,606,429 | 52,471 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,258,369 | 58,200 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $3,050,606 | 45,054 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,585,625 | 42,972 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,721,538 | 10,920 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||