Position in WMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,109,021
+$1,828,991 QoQ
Shares Held
89,255
+34.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#892
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, 2026Douglass Winthrop Advisors, LLC holds $10,109,021 across 1 Discount Stores name. WMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
89,255 | $10,109,021 |
All Filings in WMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,109,021 | 89,255 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,280,030 | 66,624 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,438,177 | 66,764 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,769,496 | 65,685 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,378,482 | 65,233 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,665,439 | 64,534 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,904,372 | 65,350 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,277,012 | 65,350 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,477,594 | 66,129 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,415,249 | 56,760 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,004,178 | 19,056 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,911,685 | 18,206 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,861,617 | 18,206 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,684,474 | 18,206 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,616,874 | 18,456 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,396,075 | 18,474 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,367,650 | 19,474 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,952,190 | 19,824 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,896,693 | 20,020 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,664,945 | 19,120 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,678,394 | 18,993 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,529,292 | 18,621 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,182,863 | 15,143 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,135,028 | 15,260 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,821,855 | 15,210 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,437,064 | 12,648 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||