Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$91,352,571
-$10,446,419 QoQ
Shares Held
806,574
-1.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#245
of 4,382 holders
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $186,226,198 across 4 Discount Stores names. WMT ranks #1 (49.1% of the industry book) .
All Filings in WMT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,352,571 | 806,574 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $101,798,990 | 819,110 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $94,264,780 | 846,107 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $87,236,373 | 846,462 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $83,474,981 | 853,702 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||