Position in WMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$121,641
-$43,154 QoQ
Shares Held
1,074
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#4,233
of 4,381 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, 2026Morton Brown Family Wealth, LLC holds $159,237 across 4 Discount Stores names. WMT ranks #1 (76.4% of the industry book) .
All Filings in WMT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,641 | 1,074 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $164,795 | 1,326 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $147,618 | 1,325 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $131,710 | 1,278 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $142,661 | 1,459 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $128,085 | 1,459 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $88,362 | 978 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $78,973 | 978 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $45,907 | 678 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $40,795 | 678 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $52,339 | 332 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $36,144 | 226 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $35,522 | 226 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $31,849 | 216 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $30,626 | 216 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $28,015 | 216 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $29,422 | 242 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $32,166 | 216 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $31,253 | 216 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||