PEAPACK GLADSTONE FINANCIAL CORP

Position in WMT — Walmart Inc.

CIK 1050743 BEDMINSTER, NJ

Back to WMT Full portfolio

Position in WMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$42,901,301

-$2,695,289 QoQ

Shares Held

378,786

+3.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#394

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 53% Shared 0% None 46%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

PEAPACK GLADSTONE FINANCIAL CORP holds $128,899,702 across 4 Discount Stores names. WMT ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	80,301	$75,119,175
2	WMT	Walmart Inc. This page	378,786	$42,901,301
3	DG	Dollar General Corp	55,473	$6,384,807
4	TGT	Target Corp	34,411	$4,494,419

All Filings in WMT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,901,301	378,786	+3.2%	Shares	Defined	2026-08-14
2026-03-31	$45,596,590	366,886	-1.9%	Shares	Sole	2026-05-15
2025-12-31	$41,645,725	373,806	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$38,772,407	376,212	-0.3%	Shares	Defined	2025-11-14
2025-06-30	$36,899,335	377,371	-3.3%	Shares	Sole	2025-08-14
2025-03-31	$34,248,282	390,116	-5.4%	Shares	Defined	2025-05-12
2024-12-31	$37,248,141	412,265	-3.9%	Shares	Defined	2025-02-13
2024-09-30	$34,633,351	428,896	-0.8%	Shares	Defined	2024-11-26
2024-06-30	$29,269,677	432,280	-1.8%	Shares	Other	2024-08-13
2024-03-31	$26,491,285	440,274	+197.8%	Shares	Defined	2024-05-10
2023-12-31	$23,303,506	147,818	+1.2%	Shares	Defined	2024-02-13
2023-09-30	$23,365,132	146,096	-1.2%	Shares	Defined	2023-11-14
2023-06-30	$23,236,847	147,836	+1.3%	Shares	Defined	2023-08-14
2023-03-31	$21,525,488	145,985	+0.5%	Shares	Defined	2023-05-15
2022-12-31	$20,587,183	145,195	-1.1%	Shares	Sole	2023-02-14
2022-09-30	$19,049,411	146,873	+29.8%	Shares	Other	2022-11-14
2022-06-30	$13,758,853	113,167	-0.5%	Shares	Defined	2022-08-12
2022-03-31	$16,939,202	113,747	+0.5%	Shares	Defined	2022-05-16
2021-12-31	$16,380,354	113,210	+0.8%	Shares	Defined	2022-02-15
2021-09-30	$15,654,324	112,314	+6.9%	Shares	Defined	2021-11-15
2021-06-30	$14,809,366	105,016	+4.9%	Shares	Defined	2021-08-16
2021-03-31	$13,595,505	100,092	+32.4%	Shares	Sole	2021-05-14
2020-12-31	$10,894,135	75,575	+10.5%	Shares	Defined	2021-02-16
2020-09-30	$9,572,508	68,419	-5.4%	Shares	Defined	2020-11-16
2020-06-30	$8,663,215	72,326	+1.1%	Shares	Defined	2020-08-14
2020-03-31	$8,125,185	71,512	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.