Position in WMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$31,025,198
-$3,891,640 QoQ
Shares Held
273,929
-2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
19.66%
of 13F equity value
Holder Rank
#459
of 4,382 holders
Holding Since
Jun 2024
9 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $31,933,510 across 3 Discount Stores names. WMT ranks #1 (97.2% of the industry book) .
All Filings in WMT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,025,198 | 273,929 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $34,916,838 | 280,953 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $31,293,509 | 280,886 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $31,083,102 | 301,602 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $29,490,643 | 301,602 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $26,756,636 | 304,780 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $28,489,794 | 315,327 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $25,742,131 | 318,788 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $20,823,533 | 307,540 | Shares | Sole | 2024-08-27 | |
| No filing history on record for this holder in this stock. | ||||||