Position in WMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$206,133
-$19,683 QoQ
Shares Held
1,820
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#4,153
of 4,378 holders
Holding Since
Mar 2026
2 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, 2026Portus Wealth Advisors, LLC holds $206,133 across 1 Discount Stores name. WMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
1,820 | $206,133 |
All Filings in WMT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,133 | 1,820 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $225,816 | 1,817 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||