Position in WMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,599,330
-$1,942,911 QoQ
Shares Held
164,218
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#617
of 4,373 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $32,034,193 across 4 Discount Stores names. WMT ranks #1 (58.1% of the industry book) .
All Filings in WMT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,599,330 | 164,218 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $20,542,241 | 165,290 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,950,140 | 152,142 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,760,468 | 133,519 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,190,729 | 104,221 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,304,758 | 94,598 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||