Position in WMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$969,278
+$235,157 QoQ
Shares Held
8,558
+44.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,685
of 4,373 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Sendero Wealth Management, LLC holds $1,619,328 across 2 Discount Stores names. WMT ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
8,558 | $969,278 | |
| 2 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
7,453 | $650,050 |
All Filings in WMT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,278 | 8,558 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $734,121 | 5,907 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $655,201 | 5,881 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $550,545 | 5,342 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $481,663 | 4,926 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $431,487 | 4,915 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $425,005 | 4,704 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $361,194 | 4,473 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $302,527 | 4,468 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $262,100 | 4,356 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $205,417 | 1,303 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $208,068 | 1,301 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $204,176 | 1,299 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||