Position in WMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,279,810
-$230,148 QoQ
Shares Held
20,129
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,896
of 4,382 holders
Holding Since
Dec 2023
11 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, 2026VISTA INVESTMENT PARTNERS LLC holds $2,999,186 across 2 Discount Stores names. WMT ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
20,129 | $2,279,810 | |
| 2 | COST |
Costco Wholesale Corp /New
|
769 | $719,376 |
All Filings in WMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,279,810 | 20,129 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,509,958 | 20,196 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,201,684 | 19,762 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,052,852 | 19,919 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,950,906 | 19,952 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,758,082 | 20,026 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,670,294 | 29,555 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,418,220 | 29,947 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,100,296 | 31,019 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,829,589 | 30,407 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,591,792 | 10,097 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||