Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,250,733
-$660,769 QoQ
Shares Held
46,360
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,290
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $17,450,197 across 2 Discount Stores names. WMT ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
13,041 | $12,199,464 | |
| 2 | WMT |
Walmart Inc.
This page
|
46,360 | $5,250,733 |
All Filings in WMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,250,733 | 46,360 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,911,502 | 47,566 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,502,539 | 49,390 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,208,137 | 50,535 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,280,120 | 54,000 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,730,827 | 53,888 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,920,461 | 54,460 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,435,920 | 54,934 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,731,904 | 55,116 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,352,612 | 55,719 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,939,068 | 18,643 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,944,951 | 18,414 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,929,990 | 18,641 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $651 | 15,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,056,139 | 21,554 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,982,319 | 22,994 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,454,698 | 28,415 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,294,554 | 28,838 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $4,081,994 | 28,212 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,859,153 | 27,688 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,846,746 | 27,278 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,595,558 | 26,471 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,355,812 | 23,280 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,233,322 | 23,110 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,623,783 | 21,905 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,405,674 | 21,173 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||