Position in WMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$355,976
-$39,855 QoQ
Shares Held
3,143
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#3,659
of 4,378 holders
Holding Since
Sep 2025
4 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, 2026J. Team Financial, Inc. holds $686,895 across 2 Discount Stores names. WMT ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
3,143 | $355,976 | |
| 2 | DLTR |
Dollar Tree, Inc.
|
2,736 | $330,919 |
All Filings in WMT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,976 | 3,143 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $395,831 | 3,185 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $499,005 | 4,479 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $542,507 | 5,264 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||