Position in WMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,275,647
-$160,532 QoQ
Shares Held
11,263
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,423
of 4,382 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026BSW Wealth Partners holds $2,529,176 across 2 Discount Stores names. WMT ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
11,263 | $1,275,647 | |
| 2 | COST |
Costco Wholesale Corp /New
|
1,340 | $1,253,529 |
All Filings in WMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,275,647 | 11,263 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,436,179 | 11,556 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,276,870 | 11,461 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,195,599 | 11,601 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,163,875 | 11,903 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,041,452 | 11,863 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,072,906 | 11,875 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $937,426 | 11,609 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $783,201 | 11,567 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $677,694 | 11,263 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $478,783 | 3,037 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $490,665 | 3,068 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $482,070 | 3,067 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $459,601 | 3,117 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $441,959 | 3,117 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $404,274 | 3,117 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $378,478 | 3,113 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $462,098 | 3,103 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $453,892 | 3,137 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $377,998 | 2,712 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $384,138 | 2,724 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $370,001 | 2,724 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $390,934 | 2,712 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $308,641 | 2,206 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $264,354 | 2,207 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $242,010 | 2,130 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||