Rosenberg Matthew Hamilton

Position in WMT — Walmart Inc.

CIK 1812103 GRAND JUNCTION, CO

Position in WMT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,257,525

-$102,471 QoQ

Shares Held

11,103

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#2,433

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Rosenberg Matthew Hamilton holds $2,180,165 across 5 Discount Stores names. WMT ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	11,103	$1,257,525
2	COST	Costco Wholesale Corp /New	729	$681,957
3	TGT	Target Corp	1,214	$158,560
4	DG	Dollar General Corp	373	$42,936
5	DLTR	Dollar Tree, Inc.	324	$39,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,257,525	11,103	+1.5%	Shares	Sole	2026-07-17
2026-03-31	$1,359,996	10,943	-0.5%	Shares	Sole	2026-04-07
2025-12-31	$1,224,841	10,994	+2.6%	Shares	Sole	2026-01-05
2025-09-30	$1,103,978	10,712	+1.2%	Shares	Sole	2025-11-10
2025-06-30	$1,034,610	10,581	+0.3%	Shares	Sole	2025-07-28
2025-03-31	$925,921	10,547	+0.5%	Shares	Sole	2025-04-28
2024-12-31	$947,861	10,491	+0.6%	Shares	Sole	2025-01-14
2024-09-30	$842,061	10,428	+4.3%	Shares	Sole	2024-10-28
2024-06-30	$677,032	9,999	-3.6%	Shares	Sole	2024-07-26
2024-03-31	$624,384	10,377	+205.2%	Shares	Sole	2024-04-22
2023-12-31	$536,010	3,400	+0.6%	Shares	Sole	2024-01-16
2023-09-30	$540,723	3,381	+0.9%	Shares	Sole	2023-10-11
2023-06-30	$526,709	3,351	-2.9%	Shares	Sole	2023-07-26
2023-03-31	$508,849	3,451	-4.6%	Shares	Sole	2023-04-17
2022-12-31	$512,712	3,616	0.0%	Shares	Sole	2023-01-19
2022-09-30	$468,994	3,616	+9.2%	Shares	Sole	2022-10-21
2022-06-30	$402,673	3,312	+3.9%	Shares	Sole	2022-07-15
2022-03-31	$474,756	3,188	+10.2%	Shares	Sole	2022-04-14
2021-12-31	$418,443	2,892	-11.4%	Shares	Sole	2022-01-20
2021-09-30	$455,075	3,265	+9.8%	Shares	Sole	2021-10-12
2021-06-30	$419,393	2,974	-1.5%	Shares	Sole	2021-07-26
2021-03-31	$410,071	3,019	+1.9%	Shares	Sole	2021-04-30
2020-12-31	$427,260	2,964	+5.1%	Shares	Sole	2021-02-03
2020-09-30	$394,406	2,819	+19.0%	Shares	Sole	2020-10-16
2020-06-30	$283,759	2,369	+4.6%	Shares	Sole	2020-08-04
2020-03-31	$257,349	2,265	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.