SEC 13F Intelligence

Bradley & Co. Private Wealth Management, LLC / WMT

Bradley & Co. Private Wealth Management, LLC’s Walmart Inc Position

Does Bradley & Co. Private Wealth Management, LLC own Walmart Inc (WMT)? Yes — 100.2K shares worth $12M (+6.58% of its 13F portfolio) as of Q1 2026, down from 100.6K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
100.2K
% of Portfolio
+6.58%
Quarters Held
16
currently held

Position History WMT

Reported value by quarter
Q1 ’21: $202,000Q1 ’21Q2 ’21: $209,000Q3 ’21: $207,000Q3 ’21Q4 ’21: $215,000Q1 ’22: $8,000Q1 ’22Q2 ’22: $6,000Q3 ’22: $7,000Q3 ’22Q4 ’22: $7,373Q1 ’24: $7MQ1 ’24Q2 ’24: $8MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $10MQ2 ’25Q3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.2K$12M+6.58%
Q4 2025100.6K$11M+5.93%
Q3 2025103.3K$11M+5.89%
Q2 2025104.2K$10M+6.24%
Q1 2025105.5K$9M+6.32%
Q4 2024111.5K$10M+6.29%
Q2 2024111.3K$8M+5.57%
Q1 2024111.0K$7M+5.40%
Q4 202252$7,373+0.01%
Q3 202252$7,000+0.01%
Q2 202252$6,000+0.01%
Q1 202252$8,000+0.01%
Q4 20211.5K$215,000+0.17%
Q3 20211.5K$207,000+0.18%
Q2 20211.5K$209,000+0.18%
Q1 20211.5K$202,000+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bradley & Co. Private Wealth Management, LLC’s full portfolio or all institutional holders of WMT.