Position in WMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$242,829
-$23,005 QoQ
Shares Held
2,144
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#4,031
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, 2026IMG Wealth Management, Inc. holds $526,751 across 4 Discount Stores names. WMT ranks #2 (46.1% of the industry book) .
All Filings in WMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,829 | 2,144 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $265,834 | 2,139 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $259,028 | 2,325 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $203,749 | 1,977 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $193,311 | 1,977 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $145,468 | 1,657 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $136,789 | 1,514 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||