Position in WMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,455,480
-$436,591 QoQ
Shares Held
56,997
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,155
of 4,382 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $17,707,263 across 5 Discount Stores names. WMT ranks #2 (36.5% of the industry book) .
All Filings in WMT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,455,480 | 56,997 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,892,071 | 55,456 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,295,396 | 29,579 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,258,654 | 31,619 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,510,501 | 25,675 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,381,215 | 27,124 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,323,711 | 25,719 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,918,377 | 23,757 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,402,409 | 20,712 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,006,042 | 16,720 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $985,785 | 6,253 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $851,467 | 5,324 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $664,085 | 4,225 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $819,822 | 5,560 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $601,330 | 4,241 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $680,665 | 5,248 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $490,454 | 4,034 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $617,273 | 4,145 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $319,620 | 2,209 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||