Position in WMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,690,806
-$1,681,769 QoQ
Shares Held
67,904
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,036
of 4,373 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026OLD NATIONAL BANCORP /IN/ holds $57,813,128 across 5 Discount Stores names. WMT ranks #4 (13.3% 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 | $7,690,806 | 67,904 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,372,575 | 75,415 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $8,749,583 | 78,535 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,400,521 | 81,511 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $7,749,650 | 79,256 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,919,344 | 78,817 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,093,197 | 78,508 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,156,710 | 88,628 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,422,496 | 94,853 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $5,594,726 | 92,982 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,374,130 | 34,089 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,383,723 | 33,663 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $5,386,868 | 34,272 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $7,109,153 | 48,214 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,488,304 | 45,760 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,325,333 | 48,769 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $6,031,467 | 49,609 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,679,663 | 24,709 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,974,873 | 13,649 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,209,869 | 15,855 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,803,761 | 19,882 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,465,704 | 25,515 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $11,461,654 | 79,512 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $12,062,208 | 86,214 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $10,404,098 | 86,860 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $9,804,715 | 86,294 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||