Position in WMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,256,454
-$690,381 QoQ
Shares Held
64,069
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,077
of 4,378 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 20261ST SOURCE BANK holds $18,061,837 across 3 Discount Stores names. WMT ranks #2 (40.2% of the industry book) .
All Filings in WMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,256,454 | 64,069 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $7,946,835 | 63,943 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $7,154,192 | 64,215 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $6,653,759 | 64,562 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,480,172 | 66,273 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $5,754,545 | 65,549 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $5,919,640 | 65,519 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $5,259,489 | 65,133 | Shares | Defined | 2024-12-11 | |
| 2024-06-30 | $4,342,580 | 64,135 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,808,038 | 63,288 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,379,227 | 21,435 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,492,071 | 21,835 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,383,296 | 21,525 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,172,239 | 21,514 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,124,764 | 22,038 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,868,702 | 22,118 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,643,272 | 21,741 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,192,099 | 21,435 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,080,883 | 21,293 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,396,638 | 17,195 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,413,981 | 17,118 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,384,225 | 17,553 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,544,391 | 17,651 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,680,816 | 19,161 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,658,159 | 22,192 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,477,594 | 21,806 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||