Position in WMT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$585,763,331
+$232,388,414 QoQ
Shares Held
4,713,255
+48.6% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.67912408728151.ToString("F0")%
Shared 0.ToString("F0")%
None 6.320875912718494.ToString("F0")%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Mar 31, 2026Bank Julius Baer & Co. Ltd, Zurich holds $1,076,107,899 across 4 Discount Stores names. WMT ranks #1 (54.4% of the industry book) .
All Filings in WMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $585,763,331 | 4,713,255 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $353,374,917 | 3,171,842 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $131,542,176 | 1,276,365 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $120,903,992 | 1,236,490 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $109,641,896 | 1,248,911 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $129,244,048 | 1,430,482 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $137,904,204 | 1,707,792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,218,576 | 17,997 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $124,597,930 | 2,070,765 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $167,687 | 3,191 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $43,512,581 | 816,218 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $43,015,108 | 821,004 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $43,216,366 | 879,275 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $77,557,562 | 1,640,968 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $89,697,640 | 2,074,735 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $85,166,454 | 2,101,490 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $83,441,017 | 1,680,923 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $26,979,090 | 559,384 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $26,323,260 | 566,579 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $29,358,034 | 624,550 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $27,814,472 | 614,322 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $27,845,647 | 579,514 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $26,841,892 | 575,553 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $22,272,750 | 557,841 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $10,528 | 278 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||