Position in WMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$244,868
-$23,328 QoQ
Shares Held
2,162
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#4,022
of 4,382 holders
Holding Since
Mar 2026
2 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, 2026Intentional Wealth Strategies, LLC holds $244,868 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
|
2,162 | $244,868 |
All Filings in WMT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,868 | 2,162 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $268,196 | 2,158 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||