Position in WMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,160,461
+$61,329 QoQ
Shares Held
10,246
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#2,508
of 4,373 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, 2026BXM Wealth LLC holds $2,553,375 across 2 Discount Stores names. WMT ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
1,489 | $1,392,914 | |
| 2 | WMT |
Walmart Inc.
This page
|
10,246 | $1,160,461 |
All Filings in WMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160,461 | 10,246 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,099,132 | 8,844 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $996,041 | 87,367 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,052,654 | 10,214 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $867,993 | 8,877 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $779,311 | 8,877 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $859,047 | 9,508 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||