Position in WMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,339,556
+$297,101 QoQ
Shares Held
38,315
+17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,419
of 4,382 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $6,486,942 across 4 Discount Stores names. WMT ranks #1 (66.9% of the industry book) .
All Filings in WMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,339,556 | 38,315 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,042,455 | 32,527 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,643,552 | 32,704 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,318,944 | 32,204 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,693,639 | 37,775 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,835,896 | 43,694 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||