Position in WMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$30,806
-$1,631 QoQ
Shares Held
272
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4,320
of 4,378 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, 2026Lummis Asset Management, LP holds $1,624,054 across 5 Discount Stores names. WMT ranks #2 (1.9% 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 | $30,806 | 272 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $32,437 | 261 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $29,078 | 261 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $24,116 | 234 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,880 | 234 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,542 | 234 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,141 | 234 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $18,895 | 234 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $15,844 | 234 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,079 | 234 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $12,296 | 78 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||