Position in WMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,805,137
-$163,209 QoQ
Shares Held
15,938
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,083
of 4,382 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, 2026FOSTER DYKEMA CABOT & PARTNERS, LLC holds $43,855,203 across 3 Discount Stores names. WMT ranks #2 (4.1% 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 | $1,805,137 | 15,938 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,968,346 | 15,838 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,764,511 | 15,838 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,687,607 | 16,375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,549,617 | 15,848 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,391,295 | 15,848 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,424,638 | 15,768 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,042,321 | 12,908 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $788,956 | 11,652 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $701,100 | 11,652 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $613,416 | 3,891 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||