Position in WMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$289,719
+$118,834 QoQ
Shares Held
2,558
+86.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#3,862
of 4,373 holders
Holding Since
Dec 2024
7 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, 2026Hughes Financial Services, LLC holds $588,688 across 8 Discount Stores names. WMT ranks #1 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
2,558 | $289,719 | |
| 2 | COST |
Costco Wholesale Corp /New
|
277 | $259,125 | |
| 3 | TGT |
Target Corp
|
231 | $30,170 | |
| 4 | DG |
Dollar General Corp
|
61 | $7,021 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
9 | $1,088 | |
| 6 | PSMT |
Pricesmart Inc
|
5 | $976 | |
| 7 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
5 | $436 | |
| 8 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
2 | $153 |
All Filings in WMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,719 | 2,558 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $170,885 | 1,375 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $100,826 | 905 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $213,231 | 2,069 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $310,940 | 3,180 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $281,542 | 3,207 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $283,066 | 3,133 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||