Position in WMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$80,980
-$93,260 QoQ
Shares Held
715
-49.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#4,267
of 4,382 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Boreal Capital Management LLC holds $221,332 across 4 Discount Stores names. WMT ranks #2 (36.6% of the industry book) .
All Filings in WMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,980 | 715 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $174,240 | 1,402 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $156,196 | 1,402 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $280,529 | 2,722 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $251,490 | 2,572 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||