Position in WMT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,638,134
+$693,823 QoQ
Shares Held
13,181
+55.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $6,993,457 across 4 Discount Stores names. WMT ranks #2 (23.4% of the industry book) .
All Filings in WMT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,638,134 | 13,181 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $944,311 | 8,476 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $915,688 | 8,885 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $956,386 | 9,781 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $900,549 | 10,258 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $1,028,634 | 11,385 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $797,890 | 9,881 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $604,447 | 8,927 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $435,329 | 7,235 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||