Position in WMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$414,871
-$50,557 QoQ
Shares Held
3,663
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#3,533
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, 2026Southern Financial Group, LLC holds $647,508 across 2 Discount Stores names. WMT ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
3,663 | $414,871 | |
| 2 | DG |
Dollar General Corp
|
2,021 | $232,637 |
All Filings in WMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,871 | 3,663 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $465,428 | 3,745 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $448,536 | 4,026 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||