Position in WMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,136,969
+$8,221,370 QoQ
Shares Held
98,331
+275.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#845
of 4,373 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $46,623,639 across 5 Discount Stores names. WMT ranks #2 (23.9% of the industry book) .
All Filings in WMT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,136,969 | 98,331 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $2,915,599 | 26,170 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,041,497 | 39,215 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,510,106 | 35,898 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,508,982 | 51,361 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,835,008 | 20,310 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,547,008 | 19,158 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,262,859 | 18,651 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,016,030 | 16,886 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||