Position in WMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,307,730
+$1,218,876 QoQ
Shares Held
38,034
+53.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#1,422
of 4,381 holders
Holding Since
Dec 2023
11 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, 2026UPTICK PARTNERS, LLC holds $5,528,696 across 3 Discount Stores names. WMT ranks #1 (77.9% of the industry book) .
All Filings in WMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,307,730 | 38,034 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,088,854 | 24,854 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,810,428 | 25,226 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,491,475 | 24,175 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,636,148 | 26,960 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,322,044 | 26,450 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,808,174 | 20,013 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,601,918 | 19,838 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $772,773 | 11,413 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $686,719 | 11,413 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $593,709 | 3,766 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||