Position in WMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,338,506
-$79,155 QoQ
Shares Held
11,818
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,366
of 4,378 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Tower View Wealth Management LLC holds $7,373,222 across 2 Discount Stores names. WMT ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
6,451 | $6,034,716 | |
| 2 | WMT |
Walmart Inc.
This page
|
11,818 | $1,338,506 |
All Filings in WMT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338,506 | 11,818 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,417,661 | 11,407 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,018,398 | 9,141 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $128,000 | 1,242 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $135,425 | 1,385 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $120,974 | 1,378 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $124,231 | 1,375 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $111,031 | 1,375 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $93,101 | 1,375 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $82,793 | 1,376 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $73,780 | 468 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $74,847 | 468 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $7,544 | 48 | Shares | Sole | 2023-07-31 | |
| 2022-03-31 | $3,230,968 | 21,696 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,193,887 | 22,074 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,109,567 | 22,310 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,125,287 | 22,162 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,949,143 | 21,712 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,945,561 | 20,434 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,761,405 | 19,737 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,135,798 | 17,831 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,547,503 | 13,620 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||