Position in WMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$9,155,372
-$372,429 QoQ
Shares Held
80,835
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#941
of 4,373 holders
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $17,675,519 across 6 Discount Stores names. WMT ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
80,835 | $9,155,372 | |
| 2 | COST |
Costco Wholesale Corp /New
|
6,879 | $6,435,098 | |
| 3 | DG |
Dollar General Corp
|
5,963 | $686,400 | |
| 4 | TGT |
Target Corp
|
4,443 | $580,300 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
4,263 | $515,609 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
3,471 | $302,740 |
All Filings in WMT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,155,372 | 80,835 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,527,801 | 76,664 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $8,171,366 | 73,345 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,292,010 | 70,755 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $6,530,335 | 66,786 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,578,264 | 63,541 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,775,623 | 63,925 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,509,241 | 55,842 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,623,974 | 53,522 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,949,172 | 49,014 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,369,479 | 15,030 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,423,419 | 15,153 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,070,373 | 13,172 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,650,112 | 11,191 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,545,509 | 10,900 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,102,060 | 8,497 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $467,597 | 3,846 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $828,888 | 5,566 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $477,332 | 3,299 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||