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Bradley & Co. Private Wealth Management, LLC → WMT
Bradley & Co. Private Wealth Management, LLC WMT Position History
Walmart Inc.
Quarters held
10
Latest value
$311
Q3 2026
Peak value
$12.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.8M |
| Q3 2025 | $818K |
| Q4 2025 | $468K |
| Q4 2025 | $11.2M |
| Q1 2026 | $12.5M |
| Q1 2026 | $7K |
| Q2 2026 | $11.3M |
| Q2 2026 | $7K |
| Q3 2026 | $9.5M |
| Q3 2026 | $311 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $311 | 3 | — | — |
| Q3 2026 | $9.5M | 91.8K | — | — |
| Q2 2026 | $7K | 63 | — | — |
| Q2 2026 | $11.3M | 99.7K | — | — |
| Q1 2026 | $7K | 58 | — | — |
| Q1 2026 | $12.5M | 100.2K | — | — |
| Q4 2025 | $11.2M | 100.6K | — | — |
| Q4 2025 | $468K | 4.2K | — | — |
| Q3 2025 | $818K | 7.9K | — | — |
| Q3 2025 | $9.8M | 95.3K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B