Position in WMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$892,149
-$110,914 QoQ
Shares Held
7,877
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,774
of 4,382 holders
Holding Since
Dec 2023
11 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $6,001,852 across 4 Discount Stores names. WMT ranks #3 (14.9% 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 | $892,149 | 7,877 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,003,063 | 8,071 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $927,376 | 8,324 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $849,832 | 8,246 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $823,698 | 8,424 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $750,955 | 8,554 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $755,054 | 8,357 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $635,018 | 7,864 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $532,471 | 7,864 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $492,792 | 8,190 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $404,372 | 2,565 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||