Position in WMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$311,918
-$30,349 QoQ
Shares Held
2,754
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#3,791
of 4,378 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $431,116 across 4 Discount Stores names. WMT ranks #1 (72.4% of the industry book) .
All Filings in WMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,918 | 2,754 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $342,267 | 2,754 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $173,131 | 1,554 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $160,155 | 1,554 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $151,950 | 1,554 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $136,425 | 1,554 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $140,403 | 1,554 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||