Position in WMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$69,710,284
+$21,982,539 QoQ
Shares Held
615,489
+60.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#295
of 4,378 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Union Bancaire Privee, UBP SA holds $102,873,630 across 5 Discount Stores names. WMT ranks #1 (67.8% of the industry book) .
All Filings in WMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,710,284 | 615,489 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $47,727,745 | 384,034 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $12,109,932 | 108,697 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $11,793,671 | 114,435 | Shares | Defined | 2025-10-07 | |
| 2025-06-30 | $10,992,720 | 112,423 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $22,506,371 | 256,366 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $10,784,898 | 119,368 | Shares | Defined | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||