Position in WMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,283,462
-$110,213 QoQ
Shares Held
11,332
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#2,411
of 4,378 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 30%
None 70%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026BINGHAM PRIVATE WEALTH, LLC holds $2,968,215 across 4 Discount Stores names. WMT ranks #1 (43.2% of the industry book) .
All Filings in WMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,283,462 | 11,332 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,393,675 | 11,214 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,668,810 | 14,979 | Shares | Defined | 2026-01-23 | |
| 2025-06-30 | $1,470,415 | 15,038 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $1,289,722 | 14,691 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,371,061 | 15,175 | Shares | Defined | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||