Position in WMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,192,294
-$833,995 QoQ
Shares Held
81,161
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.47%
of 13F equity value
Holder Rank
#940
of 4,381 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, 2026Alteri Wealth LLC holds $10,859,301 across 2 Discount Stores names. WMT ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
81,161 | $9,192,294 | |
| 2 | COST |
Costco Wholesale Corp /New
|
1,782 | $1,667,007 |
All Filings in WMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,192,294 | 81,161 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,026,289 | 80,675 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,144,421 | 82,079 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,784,112 | 85,233 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,281,477 | 84,695 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,596,644 | 86,532 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,433,365 | 82,273 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||