Position in WMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$97,630
New position
Shares Held
862
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#4,247
of 4,373 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Planning Strategies Inc. holds $128,315 across 7 Discount Stores names. WMT ranks #1 (76.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
862 | $97,630 | |
| 2 | COST |
Costco Wholesale Corp /New
|
24 | $22,451 | |
| 3 | TGT |
Target Corp
|
29 | $3,787 | |
| 4 | DG |
Dollar General Corp
|
22 | $2,532 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
8 | $967 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
10 | $872 | |
| 7 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
1 | $76 |
All Filings in WMT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,630 | 862 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||