Position in WMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,575,572
-$2,302,143 QoQ
Shares Held
155,179
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#644
of 4,373 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Fiduciary Trust Co holds $56,978,610 across 3 Discount Stores names. WMT ranks #2 (30.8% of the industry book) .
All Filings in WMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,575,572 | 155,179 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,877,715 | 159,943 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,633,751 | 158,278 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,960,695 | 154,868 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,985,175 | 153,254 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,933,046 | 147,318 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,012,754 | 132,958 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,327,844 | 127,899 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,592,602 | 126,903 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,835,517 | 130,223 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,558,396 | 41,601 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,748,725 | 42,198 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,103,744 | 45,195 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $7,497,537 | 50,848 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,312,245 | 51,571 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,706,651 | 51,709 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,304,657 | 51,856 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,805,790 | 52,416 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $8,155,306 | 56,364 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,671,474 | 55,040 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,941,828 | 56,317 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,681,715 | 63,916 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $9,929,195 | 68,881 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $9,934,875 | 71,009 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,387,361 | 70,023 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,355,833 | 73,542 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||