Atlantic Edge Private Wealth Management, LLC
Position in WMT — Walmart Inc.
CIK 2011145
JACKSONVILLE, FL
Position in WMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$230,710
-$19,341 QoQ
Shares Held
2,037
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#4,062
of 4,373 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, 2026Atlantic Edge Private Wealth Management, LLC holds $487,684 across 5 Discount Stores names. WMT ranks #1 (47.3% of the industry book) .
All Filings in WMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,710 | 2,037 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $250,051 | 2,012 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $267,606 | 2,402 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $204,780 | 1,987 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $194,288 | 1,987 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $174,438 | 1,987 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $179,525 | 1,987 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $160,450 | 1,987 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $153,566 | 2,268 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $166,189 | 2,762 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $144,880 | 919 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||