Position in WMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$30,580
-$2,975 QoQ
Shares Held
270
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#4,321
of 4,378 holders
Holding Since
Dec 2025
3 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, 2026Beacon Financial Strategies CORP holds $368,109 across 4 Discount Stores names. WMT ranks #3 (8.3% of the industry book) .
All Filings in WMT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,580 | 270 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $33,555 | 270 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $30,080 | 270 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||