Position in WMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,694,431
-$1,147,221 QoQ
Shares Held
67,936
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,037
of 4,378 holders
Holding Since
Mar 2020
26 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, 2026LOWE BROCKENBROUGH & CO INC holds $8,958,643 across 4 Discount Stores names. WMT ranks #1 (85.9% of the industry book) .
All Filings in WMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,694,431 | 67,936 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,841,652 | 71,143 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,875,732 | 97,619 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,186,141 | 98,837 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,921,052 | 101,463 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,042,361 | 159,954 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,676,002 | 162,435 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,400,462 | 165,950 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $10,344,733 | 152,780 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,544,165 | 158,620 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,783,312 | 55,714 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,638,981 | 60,270 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,737,294 | 61,950 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,125,680 | 61,890 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,720,078 | 61,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,885,105 | 60,795 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,767,995 | 63,892 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $9,549,643 | 64,126 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $9,482,114 | 65,534 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,052,452 | 64,948 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,390,951 | 66,593 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,921,728 | 65,683 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,350,145 | 64,864 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $9,086,461 | 64,945 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,940,103 | 66,289 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,618,555 | 67,053 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||