Position in WMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$703,004
-$59,950 QoQ
Shares Held
6,207
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,989
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, 2026Topsail Wealth Management, LLC holds $1,433,553 across 3 Discount Stores names. WMT ranks #1 (49.0% of the industry book) .
All Filings in WMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,004 | 6,207 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $762,954 | 6,139 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $615,540 | 5,525 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $557,348 | 5,408 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $520,091 | 5,319 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $570,283 | 6,496 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $708,886 | 7,846 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||