Position in WMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$459,721
-$44,730 QoQ
Shares Held
4,059
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#3,430
of 4,382 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Finward Bancorp holds $940,250 across 3 Discount Stores names. WMT ranks #1 (48.9% of the industry book) .
All Filings in WMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,721 | 4,059 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $504,451 | 4,059 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $452,212 | 4,059 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $418,320 | 4,059 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $513,344 | 5,250 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $410,329 | 4,674 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $444,431 | 4,919 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||