Position in WMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,363,283
-$85,778 QoQ
Shares Held
20,866
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,860
of 4,373 holders
Holding Since
Dec 2022
10 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, 2026Hartford Funds Management Co LLC holds $3,338,838 across 2 Discount Stores names. WMT ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
20,866 | $2,363,283 | |
| 2 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
11,185 | $975,555 |
All Filings in WMT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,363,283 | 20,866 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,449,061 | 19,706 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,570,785 | 23,075 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,398,524 | 13,570 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,392,973 | 14,246 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,124,589 | 12,810 | Shares | Sole | 2025-05-06 | |
| 2023-09-30 | $437,728 | 2,737 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $385,562 | 2,453 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $323,210 | 2,192 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $245,863 | 1,734 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||