Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,625,709
-$1,139,305 QoQ
Shares Held
58,500
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,138
of 4,382 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $7,812,819 across 2 Discount Stores names. WMT ranks #1 (84.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
58,500 | $6,625,709 | |
| 2 | COST |
Costco Wholesale Corp /New
|
1,269 | $1,187,110 |
All Filings in WMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,625,709 | 58,500 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $7,765,014 | 62,480 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $7,470,486 | 67,054 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,939,777 | 38,228 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,109,004 | 52,250 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $1,573,986 | 17,929 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,680,690 | 18,602 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||