Position in WMT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$814,792
+$145,048 QoQ
Shares Held
7,194
+33.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#2,860
of 4,382 holders
Holding Since
Dec 2025
3 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, 2026Jacobs Equity LLC holds $1,413,494 across 2 Discount Stores names. WMT ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
7,194 | $814,792 | |
| 2 | DLTR |
Dollar Tree, Inc.
|
4,950 | $598,702 |
All Filings in WMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,792 | 7,194 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $669,744 | 5,389 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $704,111 | 6,320 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||