Position in WMT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$7,836,346
-$680,686 QoQ
Shares Held
69,189
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#1,031
of 4,378 holders
Holding Since
Dec 2024
7 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, 2026Stonebridge Financial Group, LLC holds $9,310,189 across 3 Discount Stores names. WMT ranks #1 (84.2% of the industry book) .
All Filings in WMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,836,346 | 69,189 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $8,517,032 | 68,531 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,589,026 | 68,118 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,875,132 | 66,710 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,588,709 | 67,383 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,137,662 | 69,913 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,350,882 | 70,292 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||