Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,189,343
-$100,559 QoQ
Shares Held
10,501
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,489
of 4,381 holders
Holding Since
Dec 2025
3 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, 2026LFG Wealth Partners, LLC holds $1,471,854 across 2 Discount Stores names. WMT ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
10,501 | $1,189,343 | |
| 2 | COST |
Costco Wholesale Corp /New
|
302 | $282,511 |
All Filings in WMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,189,343 | 10,501 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,289,902 | 10,379 | Shares | Sole | 2026-06-11 | |
| 2025-12-31 | $1,155,878 | 10,375 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||