Position in WMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$426,197
+$1,657 QoQ
Shares Held
3,763
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,497
of 4,373 holders
Holding Since
Sep 2025
4 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, 2026Carrera Capital Advisors holds $1,928,736 across 3 Discount Stores names. WMT ranks #2 (22.1% of the industry book) .
All Filings in WMT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,197 | 3,763 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $424,540 | 3,416 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $392,497 | 3,523 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $213,746 | 2,074 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||