Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,541,554
-$986,008 QoQ
Shares Held
22,440
-20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,800
of 4,382 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Convergence Financial, LLC holds $8,199,510 across 4 Discount Stores names. WMT ranks #2 (31.0% 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 | $2,541,554 | 22,440 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,527,562 | 28,384 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,791,138 | 16,077 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,513,333 | 14,684 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,316,509 | 13,464 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $953,926 | 10,866 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $847,573 | 9,381 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $802,574 | 9,939 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $686,917 | 10,145 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $328,949 | 5,467 | Shares | Sole | 2024-10-23 | |
| 2023-12-31 | $309,466 | 1,963 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||