Position in WMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$78,828
-$7,670 QoQ
Shares Held
696
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#4,269
of 4,382 holders
Holding Since
Mar 2023
14 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, 2026Atlantic Private Wealth, LLC holds $150,539 across 4 Discount Stores names. WMT ranks #1 (52.4% of the industry book) .
All Filings in WMT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,828 | 696 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $86,498 | 696 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $77,541 | 696 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $73,790 | 716 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $70,010 | 716 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $58,907 | 671 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $67,762 | 750 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $60,562 | 750 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,156 | 150 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,025 | 150 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,882 | 50 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,996 | 50 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,858 | 50 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,372 | 50 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||