Bollard Group LLC

Position in WMT — Walmart Inc.

CIK 1556218 BOSTON, MA

Back to WMT Full portfolio

Position in WMT

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

Position Value

$37,719,770

-$2,986,528 QoQ

Shares Held

333,037

+1.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#423

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 68% None 32%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Bollard Group LLC holds $41,619,003 across 3 Discount Stores names. WMT ranks #1 (90.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	333,037	$37,719,770
2	COST	Costco Wholesale Corp /New	4,036	$3,775,556
3	BJ	BJ's Wholesale Club Holdings, Inc.	1,418	$123,677

All Filings in WMT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,719,770	333,037	+1.7%	Shares	Defined	2026-08-12
2026-03-31	$40,706,298	327,537	+15.1%	Shares	Defined	2026-05-14
2025-12-31	$31,713,636	284,657	-7.4%	Shares	Defined	2026-02-13
2025-09-30	$31,678,995	307,384	+5.1%	Shares	Defined	2025-11-14
2025-06-30	$28,591,165	292,403	+6.2%	Shares	Defined	2025-08-13
2025-03-31	$24,174,732	275,370	+0.2%	Shares	Defined	2025-05-15
2024-12-31	$24,833,510	274,859	-12.2%	Shares	Defined	2025-02-14
2024-09-30	$25,289,365	313,181	-0.3%	Shares	Defined	2024-11-13
2024-06-30	$21,261,617	314,010	+0.8%	Shares	Defined	2024-08-14
2024-03-31	$18,747,588	311,577	+201.1%	Shares	Defined	2024-05-13
2023-12-31	$16,313,622	103,480	0.0%	Shares	Defined	2024-02-13
2023-09-30	$16,549,556	103,480	+0.3%	Shares	Defined	2023-11-14
2023-06-30	$16,218,293	103,183	+0.7%	Shares	Defined	2023-08-14
2023-03-31	$15,105,220	102,443	+0.3%	Shares	Defined	2023-05-12
2022-12-31	$14,478,875	102,115	-0.6%	Shares	Defined	2023-02-10
2022-09-30	$13,325,238	102,739	+23.1%	Shares	Defined	2022-11-09
2022-06-30	$10,150,600	83,489	+0.6%	Shares	Defined	2022-08-12
2022-03-31	$12,355,445	82,967	+0.9%	Shares	Defined	2022-05-12
2021-12-31	$11,893,662	82,201	0.0%	Shares	Defined	2022-02-11
2021-09-30	$11,457,175	82,201	+4.8%	Shares	Defined	2021-11-12
2021-06-30	$11,058,937	78,421	+7.4%	Shares	Defined	2021-08-12
2021-03-31	$9,922,117	73,048	+0.2%	Shares	Defined	2021-05-11
2020-12-31	$10,512,282	72,926	-4.3%	Shares	Defined	2021-02-04
2020-09-30	$10,662,548	76,210	+0.2%	Shares	Defined	2020-11-12
2020-06-30	$9,113,349	76,084	-8.9%	Shares	Defined	2020-08-13
2020-03-31	$9,485,784	83,487	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.