Position in WMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$130,928
+$62,326 QoQ
Shares Held
1,156
+109.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#4,218
of 4,378 holders
Holding Since
Dec 2024
7 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, 2026Clark Wealth Partners holds $333,219 across 5 Discount Stores names. WMT ranks #2 (39.3% of the industry book) .
All Filings in WMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,928 | 1,156 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $68,602 | 552 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $61,386 | 551 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $56,786 | 551 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $49,672 | 508 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $44,509 | 507 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $45,807 | 507 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||