Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$683,863
+$25,428 QoQ
Shares Held
6,038
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#3,017
of 4,378 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026XXI WEALTH, LLC holds $1,701,010 across 3 Discount Stores names. WMT ranks #1 (40.2% of the industry book) .
All Filings in WMT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,863 | 6,038 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $658,435 | 5,298 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $558,386 | 5,012 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||