Position in WMT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$284,732,686
+$13,166,357 QoQ
Shares Held
2,291,058
-6.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.57809885214604.ToString("F0")%
Shared 0.ToString("F0")%
None 0.4219011478539609.ToString("F0")%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Mar 31, 2026Baird Financial Group, Inc. holds $940,242,942 across 6 Discount Stores names. WMT ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
615,148 | $612,951,920 | |
| 2 | WMT |
Walmart Inc.
This page
|
2,291,058 | $284,732,686 | |
| 3 | TGT |
Target Corp
|
205,159 | $24,865,270 | |
| 4 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
148,206 | $14,586,433 | |
| 5 | PSMT |
Pricesmart Inc
|
11,662 | $1,755,131 | |
| 6 | DG |
Dollar General Corp
|
11,383 | $1,351,502 |
All Filings in WMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $284,732,686 | 2,291,058 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $271,566,329 | 2,437,540 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $239,298,001 | 2,321,929 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $218,460,172 | 2,234,201 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $199,654,562 | 2,274,229 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $196,345,546 | 2,173,166 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $171,910,934 | 2,128,928 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $148,126,795 | 2,187,665 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $135,536,894 | 2,252,566 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $39,197,306 | 745,905 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $39,021,265 | 731,969 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $38,021,397 | 725,692 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $36,132,376 | 735,145 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $31,168,538 | 659,466 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $25,351,746 | 586,394 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $26,758,968 | 660,280 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $29,902,041 | 602,378 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $29,397,437 | 609,526 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $28,001,906 | 602,710 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $26,646,687 | 566,870 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $25,689,319 | 567,385 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $30,666,469 | 638,220 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $29,293,769 | 628,127 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $24,791,285 | 620,920 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $23,214,324 | 612,947 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||