Position in WMT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$768,469
-$462,400 QoQ
Shares Held
6,785
-31.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#2,907
of 4,378 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $1,588,213 across 4 Discount Stores names. WMT ranks #2 (48.4% of the industry book) .
All Filings in WMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,469 | 6,785 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,230,869 | 9,904 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,017,507 | 9,133 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,114,181 | 10,811 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $768,355 | 7,858 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $730,061 | 8,316 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $709,337 | 7,851 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $538,925 | 6,674 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $440,859 | 6,511 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $332,379 | 5,524 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $244,357 | 1,550 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||