Position in WMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,488,349
-$398,842 QoQ
Shares Held
13,141
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,273
of 4,382 holders
Holding Since
Mar 2024
10 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, 2026Rothschild Wealth LLC holds $4,478,736 across 4 Discount Stores names. WMT ranks #2 (33.2% of the industry book) .
All Filings in WMT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,488,349 | 13,141 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,887,191 | 15,185 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,666,582 | 14,959 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $787,893 | 7,645 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $584,137 | 5,974 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $446,938 | 5,091 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $435,306 | 4,818 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $347,628 | 4,305 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $240,167 | 3,547 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $315,170 | 5,238 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||