Position in WMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$587,706
-$84,151 QoQ
Shares Held
5,189
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#3,171
of 4,382 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Meramec Financial Planners, LLC holds $918,978 across 4 Discount Stores names. WMT ranks #1 (64.0% 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 | $587,706 | 5,189 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $671,857 | 5,406 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $790,007 | 7,091 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||