Position in WMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,666,425
-$315,960 QoQ
Shares Held
41,201
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.54%
of 13F equity value
Holder Rank
#1,363
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, 2026RD Lewis Holdings, Inc. holds $8,505,888 across 3 Discount Stores names. WMT ranks #1 (54.9% 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 | $4,666,425 | 41,201 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,982,385 | 40,090 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,570,483 | 41,024 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,147,752 | 40,246 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,858,007 | 39,456 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,545,311 | 40,384 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,637,491 | 40,260 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||