Position in WMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$38,734
-$2,651 QoQ
Shares Held
342
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4,310
of 4,381 holders
Holding Since
Dec 2025
3 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, 2026TOWER TRUST & INVESTMENT Co holds $2,497,640 across 3 Discount Stores names. WMT ranks #3 (1.6% of the industry book) .
All Filings in WMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,734 | 342 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $41,385 | 333 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $37,099 | 333 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||