Position in WMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$54,793,149
-$5,372,290 QoQ
Shares Held
483,782
-0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#341
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $91,193,740 across 4 Discount Stores names. WMT ranks #1 (60.1% 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 | $54,793,149 | 483,782 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $60,165,439 | 484,112 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $54,260,235 | 487,032 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $50,300,288 | 488,068 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $48,004,015 | 490,939 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $31,851,792 | 362,818 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $33,022,834 | 365,499 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,373,468 | 128,464 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $25,096,643 | 370,649 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $22,908,403 | 380,728 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $20,252,349 | 128,464 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $19,990,290 | 124,994 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $19,470,659 | 123,875 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $18,296,185 | 124,084 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $17,325,591 | 122,192 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $16,116,120 | 124,257 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $14,949,002 | 122,956 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $17,751,710 | 119,203 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $16,919,035 | 116,933 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $12,224,462 | 87,706 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $12,380,436 | 87,792 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,729,608 | 86,355 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $12,398,053 | 86,008 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $12,081,097 | 86,349 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $10,131,719 | 84,586 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,812,359 | 77,560 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||