Patten Group, Inc.

Position in WMT — Walmart Inc.

CIK 1633207 CHATTANOOGA, TN

Position in WMT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,262,000

-$311,298 QoQ

Shares Held

28,801

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,605

of 4,373 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Patten Group, Inc. holds $4,781,202 across 4 Discount Stores names. WMT ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	28,801	$3,262,000
2	BJ	BJ's Wholesale Club Holdings, Inc.	8,908	$776,955
3	DG	Dollar General Corp	4,449	$512,123
4	COST	Costco Wholesale Corp /New	246	$230,124

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,262,000	28,801	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$3,573,298	28,752	+0.9%	Shares	Sole	2026-04-24
2025-12-31	$3,175,296	28,501	+7.0%	Shares	Sole	2026-01-23
2025-09-30	$2,744,693	26,632	+16.2%	Shares	Sole	2025-11-10
2025-06-30	$2,240,433	22,913	-9.9%	Shares	Sole	2025-07-30
2025-03-31	$2,232,587	25,431	-7.1%	Shares	Sole	2025-05-14
2024-12-31	$2,472,518	27,366	-2.3%	Shares	Sole	2025-02-06
2024-09-30	$2,262,776	28,022	-0.4%	Shares	Sole	2024-10-08
2024-06-30	$1,904,546	28,128	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$1,691,499	28,112	+202.3%	Shares	Sole	2024-04-17
2023-12-31	$1,465,987	9,299	-9.4%	Shares	Sole	2024-01-10
2023-09-30	$1,641,201	10,262	-2.3%	Shares	Sole	2023-10-12
2023-06-30	$1,650,860	10,503	+0.6%	Shares	Sole	2023-07-26
2023-03-31	$1,539,820	10,443	-2.9%	Shares	Sole	2023-04-06
2022-12-31	$1,524,241	10,750	+42.0%	Shares	Sole	2023-02-10
2022-09-30	$981,957	7,571	-3.5%	Shares	Sole	2022-10-13
2022-06-30	$953,917	7,846	-2.2%	Shares	Sole	2022-07-18
2022-03-31	$1,194,189	8,019	-1.7%	Shares	Sole	2022-04-28
2021-12-31	$1,179,946	8,155	+3.3%	Shares	Sole	2022-01-20
2021-09-30	$1,100,544	7,896	+3.3%	Shares	Sole	2021-11-15
2021-06-30	$1,078,239	7,646	+36.3%	Shares	Sole	2021-08-03
2021-03-31	$762,006	5,610	+0.4%	Shares	Sole	2021-04-23
2020-12-31	$805,077	5,585	+50.1%	Shares	Sole	2021-02-02
2020-09-30	$520,465	3,720	0.0%	Shares	Sole	2020-10-19
2020-06-30	$445,581	3,720	0.0%	Shares	Sole	2020-07-20
2020-03-31	$422,666	3,720	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.