Position in WMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$121,074
-$223 QoQ
Shares Held
1,069
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#4,235
of 4,382 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026MPWM ADVISORY SOLUTIONS, LLC holds $197,602 across 4 Discount Stores names. WMT ranks #1 (61.3% 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 | $121,074 | 1,069 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $121,297 | 976 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $108,513 | 974 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $92,960 | 902 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $88,002 | 900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $176,809 | 2,014 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $178,802 | 1,979 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||