Position in WMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$714,897
+$87,532 QoQ
Shares Held
6,312
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#2,962
of 4,373 holders
Holding Since
Dec 2025
3 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, 2026Mosley Wealth Management holds $934,298 across 4 Discount Stores names. WMT ranks #1 (76.5% of the industry book) .
All Filings in WMT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,897 | 6,312 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $627,365 | 5,048 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $604,622 | 5,427 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||