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Quaker Wealth Management, LLC

Position in WMT — Walmart Inc.

CIK 1733472 MOORESTOWN, NJ

Position in WMT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$217,345
-$279,153 QoQ
Shares Held
1,919
-52.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#4,104
of 4,373 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Derivatives in WMT

reported options exposure · as of Mar 31, 2025
CallValue
$0
CallShares
0
PutValue
$42,665
PutShares
486

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Quaker Wealth Management, LLC holds $316,377 across 5 Discount Stores names. WMT ranks #1 (68.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WMT
Walmart Inc.
This page
1,919 $217,345

All Filings in WMT

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $217,345 1,919
2026-03-31 $496,498 3,995
2025-12-31 $61,721 554
2025-09-30 $101,617 986
2025-06-30 $47,521 486
2025-03-31 $42,665 486
2024-09-30 $221,578 2,744
2022-06-30 $238,661 1,963
2022-03-31 $231,570 1,555
2021-03-31 $250,063 1,841
2020-12-31 $310,787 2,156
2020-09-30 $357,610 2,556