Position in WMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$812,413
-$219,235 QoQ
Shares Held
7,173
-13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#2,857
of 4,373 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, 2026Athena Wealth Management, LLC holds $1,334,773 across 2 Discount Stores names. WMT ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
7,173 | $812,413 | |
| 2 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
5,989 | $522,360 |
All Filings in WMT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,413 | 7,173 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,031,648 | 8,301 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,264,726 | 11,352 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||