Position in WMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$45,304
-$835,344 QoQ
Shares Held
400
-94.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4,301
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, 2026Timothy G. Youngquist 2020 Irrevocable Trust holds $45,304 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
|
400 | $45,304 |
All Filings in WMT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,304 | 400 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $880,648 | 7,086 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||