BOK Financial Private Wealth, Inc.

Position in WMT — Walmart Inc.

CIK 1317348 DENVER, CO

Position in WMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,096,555

-$406,071 QoQ

Shares Held

18,511

-8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,954

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Consumer Defensive · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $6,027,278 across 5 Discount Stores names. WMT ranks #2 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	4,176	$3,906,522
2	WMT	Walmart Inc. This page	18,511	$2,096,555
3	TGT	Target Corp	135	$17,632
4	DLTR	Dollar Tree, Inc.	41	$4,958
5	DG	Dollar General Corp	14	$1,611

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,096,555	18,511	-8.1%	Shares	Sole	2026-08-10
2026-03-31	$2,502,626	20,137	-6.3%	Shares	Sole	2026-05-12
2025-12-31	$2,394,312	21,491	-0.6%	Shares	Sole	2026-02-06
2025-09-30	$2,229,290	21,631	+8.1%	Shares	Sole	2025-11-07
2025-06-30	$1,956,968	20,014	-15.6%	Shares	Sole	2025-08-07
2025-03-31	$2,081,149	23,706	-6.1%	Shares	Sole	2025-05-14
2024-12-31	$2,281,427	25,251	-2.7%	Shares	Sole	2025-02-07
2024-09-30	$2,094,655	25,940	-8.8%	Shares	Sole	2024-11-13
2024-06-30	$1,925,469	28,437	+1.5%	Shares	Sole	2024-08-14
2024-03-31	$1,685,181	28,007	+189.1%	Shares	Sole	2024-05-01
2023-12-31	$1,526,997	9,686	+137.5%	Shares	Sole	2024-01-30
2023-09-30	$652,194	4,078	+9.9%	Shares	Sole	2023-10-13
2023-06-30	$582,980	3,709	-26.2%	Shares	Sole	2023-08-08
2023-03-31	$740,788	5,024	+0.3%	Shares	Sole	2023-04-24
2022-12-31	$710,225	5,009	0.0%	Shares	Sole	2023-02-02
2022-09-30	$649,666	5,009	0.0%	Shares	Sole	2022-11-07
2022-06-30	$608,994	5,009	-60.5%	Shares	Sole	2022-08-15
2022-03-31	$1,887,412	12,674	+14.8%	Shares	Sole	2022-05-09
2021-12-31	$1,597,377	11,040	+9.2%	Shares	Sole	2022-02-15
2021-09-30	$1,408,853	10,108	+9.1%	Shares	Sole	2021-11-15
2021-06-30	$1,306,692	9,266	+14.9%	Shares	Sole	2021-08-03
2021-03-31	$1,095,198	8,063	+33.6%	Shares	Sole	2021-05-12
2020-12-31	$869,801	6,034	+14.8%	Shares	Sole	2021-02-01
2020-09-30	$735,507	5,257	-0.7%	Shares	Sole	2020-11-06
2020-06-30	$633,996	5,293	-23.1%	Shares	Sole	2020-08-13
2020-03-31	$781,591	6,879	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.