Position in WMT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$317,128
-$40,549 QoQ
Shares Held
2,800
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3,782
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, 2026Sage Investment Counsel LLC holds $1,750,823 across 2 Discount Stores names. WMT ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DG |
Dollar General Corp
|
12,455 | $1,433,695 | |
| 2 | WMT |
Walmart Inc.
This page
|
2,800 | $317,128 |
All Filings in WMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,128 | 2,800 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $357,677 | 2,878 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $334,007 | 2,998 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $308,973 | 2,998 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $300,966 | 3,078 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $270,217 | 3,078 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $343,420 | 3,801 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||