Position in WMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,064,417
-$103,566 QoQ
Shares Held
9,398
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#2,601
of 4,382 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $1,085,956 across 3 Discount Stores names. WMT ranks #1 (98.0% of the industry book) .
All Filings in WMT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,064,417 | 9,398 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,167,983 | 9,398 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,030,988 | 9,254 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $985,356 | 9,561 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||