Position in WMT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$43,536,913
-$2,198,620 QoQ
Shares Held
384,398
+4.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#389
of 4,382 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026J. Safra Sarasin Holding AG holds $94,998,719 across 5 Discount Stores names. WMT ranks #2 (45.8% of the industry book) .
All Filings in WMT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,536,913 | 384,398 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $45,735,533 | 368,004 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $39,098,779 | 350,945 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $38,856,089 | 377,024 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $39,398,394 | 402,929 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $42,310,825 | 481,955 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $42,124,419 | 466,236 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,716,219 | 83,173 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,448,604 | 50,932 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||