Position in WMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,301,082
-$1,153,389 QoQ
Shares Held
99,780
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.76%
of 13F equity value
Holder Rank
#841
of 4,382 holders
Holding Since
Mar 2021
17 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, 2026Bradley & Co. Private Wealth Management, LLC holds $22,449,116 across 4 Discount Stores names. WMT ranks #1 (50.3% of the industry book) .
All Filings in WMT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,301,082 | 99,780 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,454,471 | 100,213 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,206,174 | 100,585 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,641,047 | 103,251 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,189,848 | 104,212 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,258,332 | 105,460 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,076,192 | 111,524 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $7,534,701 | 111,279 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,679,651 | 111,013 | Shares | Sole | 2024-04-29 | |
| 2022-12-31 | $7,373 | 52 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,744 | 52 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $6,322 | 52 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $7,743 | 52 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $214,864 | 1,485 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $206,979 | 1,485 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $209,414 | 1,485 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $201,707 | 1,485 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||