Position in WMT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$436,617
-$154,334 QoQ
Shares Held
3,855
-18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#3,481
of 4,382 holders
Holding Since
Sep 2025
4 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, 2026FAMILY WEALTH PARTNERS, LLC holds $436,617 across 1 Discount Stores name. WMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
3,855 | $436,617 |
All Filings in WMT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,617 | 3,855 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $590,951 | 4,755 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $463,354 | 4,159 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $425,740 | 4,131 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||