Position in WMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$822,833
-$80,061 QoQ
Shares Held
7,265
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,849
of 4,382 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Brown Miller Wealth Management, LLC holds $1,957,157 across 3 Discount Stores names. WMT ranks #2 (42.0% of the industry book) .
All Filings in WMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,833 | 7,265 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $902,894 | 7,265 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $809,393 | 7,265 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $767,797 | 7,450 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $680,939 | 6,964 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $627,083 | 7,143 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $570,740 | 6,317 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $520,353 | 6,444 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $442,349 | 6,533 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $387,615 | 6,442 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $338,474 | 2,147 | Shares | Sole | 2025-02-11 | |
| 2023-09-30 | $343,369 | 2,147 | Shares | Sole | 2025-02-11 | |
| 2023-06-30 | $337,308 | 2,146 | Shares | Sole | 2025-02-11 | |
| 2023-03-31 | $316,280 | 2,145 | Shares | Sole | 2025-02-11 | |
| 2022-12-31 | $305,131 | 2,152 | Shares | Sole | 2025-02-11 | |
| 2022-09-30 | $318,024 | 2,452 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $300,667 | 2,473 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $367,385 | 2,467 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $356,371 | 2,463 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $343,292 | 2,463 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $351,845 | 2,495 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $336,451 | 2,477 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $353,023 | 2,449 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||