Bedell Frazier Investment Counselling, LLC
Position in WMT — Walmart Inc.
CIK 1388142
Walnut Creek, CA
Position in WMT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$437,838
+$22,948 QoQ
Shares Held
3,523
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Mar 31, 2026Bedell Frazier Investment Counselling, LLC holds $5,421,159 across 3 Discount Stores names. WMT ranks #3 (8.1% of the industry book) .
All Filings in WMT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $437,838 | 3,523 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $414,890 | 3,724 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $411,106 | 3,989 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $396,400 | 4,054 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $327,807 | 3,734 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $347,305 | 3,844 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $300,713 | 3,724 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $228,656 | 3,377 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||