Position in WMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,292,409
-$214,486 QoQ
Shares Held
11,411
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#2,405
of 4,381 holders
Holding Since
Sep 2025
4 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, 2026Investment Research Partners LLC holds $3,708,574 across 4 Discount Stores names. WMT ranks #2 (34.8% of the industry book) .
All Filings in WMT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,292,409 | 11,411 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,506,895 | 12,125 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,353,297 | 12,147 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,242,182 | 12,053 | Shares | Sole | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||