BOSTON FAMILY OFFICE LLC

Family Office

Position in WMT — Walmart Inc.

CIK 1039807 BOSTON, MA

Position in WMT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,312,995

-$199,449 QoQ

Shares Held

20,422

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,882

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

BOSTON FAMILY OFFICE LLC holds $19,558,020 across 4 Discount Stores names. WMT ranks #2 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	16,179	$15,134,969
2	WMT	Walmart Inc. This page	20,422	$2,312,995
3	TGT	Target Corp	13,017	$1,700,150
4	DG	Dollar General Corp	3,561	$409,906

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,312,995	20,422	+1.0%	Shares	Sole	2026-08-12
2026-03-31	$2,512,444	20,216	+1.0%	Shares	Sole	2026-05-13
2025-12-31	$2,229,536	20,012	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$2,067,589	20,062	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$1,954,328	19,987	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$1,765,632	20,112	-1.1%	Shares	Sole	2025-05-13
2024-12-31	$1,837,628	20,339	-2.4%	Shares	Sole	2025-02-12
2024-09-30	$1,682,991	20,842	-1.4%	Shares	Sole	2024-11-13
2024-06-30	$1,431,931	21,148	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,272,475	21,148	+197.9%	Shares	Sole	2024-05-13
2023-12-31	$1,119,157	7,099	0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,135,343	7,099	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$1,123,679	7,149	-2.7%	Shares	Sole	2023-08-14
2023-03-31	$1,083,610	7,349	+0.5%	Shares	Sole	2023-05-10
2022-12-31	$1,037,051	7,314	-0.7%	Shares	Sole	2023-02-07
2022-09-30	$955,110	7,364	+1.1%	Shares	Sole	2022-11-08
2022-06-30	$885,224	7,281	+11.1%	Shares	Sole	2022-08-11
2022-03-31	$975,872	6,553	+0.8%	Shares	Sole	2022-05-11
2021-12-31	$940,919	6,503	+1.1%	Shares	Sole	2022-02-14
2021-09-30	$896,770	6,434	-2.1%	Shares	Sole	2021-11-15
2021-06-30	$926,361	6,569	0.0%	Shares	Sole	2021-08-12
2021-03-31	$892,267	6,569	+0.4%	Shares	Sole	2021-05-07
2020-12-31	$943,317	6,544	+1.3%	Shares	Sole	2021-02-16
2020-09-30	$903,679	6,459	-0.3%	Shares	Sole	2020-11-10
2020-06-30	$775,695	6,476	0.0%	Shares	Sole	2020-08-06
2020-03-31	$735,802	6,476	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.