Position in WMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,900,084
-$322,486 QoQ
Shares Held
78,581
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#960
of 4,382 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $19,634,923 across 3 Discount Stores names. WMT ranks #2 (45.3% of the industry book) .
All Filings in WMT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,900,084 | 78,581 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,222,570 | 74,208 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,136,940 | 73,036 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $7,483,908 | 72,617 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,868,067 | 70,240 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,140,559 | 69,946 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,364,434 | 70,442 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,617,696 | 69,569 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,419,634 | 65,273 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,956,057 | 65,748 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,424,788 | 21,724 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,425,380 | 21,418 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||