Position in WMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$364,923
-$35,507 QoQ
Shares Held
3,222
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,643
of 4,382 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, 2026JBR Co Financial Management Inc holds $1,857,834 across 3 Discount Stores names. WMT ranks #3 (19.6% 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 | $364,923 | 3,222 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $400,430 | 3,222 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $358,963 | 3,222 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $332,059 | 3,222 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $315,047 | 3,222 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $388,207 | 4,422 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $399,527 | 4,422 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $357,884 | 4,432 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $299,413 | 4,422 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $266,071 | 4,422 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $231,587 | 1,469 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||