Grove Bank & Trust

Bank

Position in WMT — Walmart Inc.

CIK 1662212 Miami, FL

Position in WMT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,692,756

-$18,909 QoQ

Shares Held

23,775

+9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,742

of 4,373 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Consumer Defensive · as of Jun 30, 2026

Grove Bank & Trust holds $9,714,181 across 6 Discount Stores names. WMT ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	7,406	$6,928,089
2	WMT	Walmart Inc. This page	23,775	$2,692,756
3	TGT	Target Corp	407	$53,158
4	BJ	BJ's Wholesale Club Holdings, Inc.	250	$21,805
5	DLTR	Dollar Tree, Inc.	91	$11,006
6	DG	Dollar General Corp	64	$7,367

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,692,756	23,775	+9.0%	Shares	Defined	2026-07-07
2026-03-31	$2,711,665	21,819	+2.5%	Shares	Defined	2026-04-08
2025-12-31	$2,371,584	21,287	+3.3%	Shares	Defined	2026-01-08
2025-09-30	$2,124,581	20,615	+0.2%	Shares	Defined	2025-10-06
2025-06-30	$2,011,823	20,575	-0.2%	Shares	Defined	2025-07-11
2025-03-31	$1,809,790	20,615	+10.2%	Shares	Defined	2025-04-17
2024-12-31	$1,690,358	18,709	+0.1%	Shares	Sole	2025-01-16
2024-09-30	$1,509,459	18,693	+1.9%	Shares	Sole	2024-10-11
2024-06-30	$1,241,530	18,336	-0.5%	Shares	Sole	2024-07-24
2024-03-31	$1,108,872	18,429	+195.9%	Shares	Sole	2024-04-30
2023-12-31	$982,001	6,229	+0.9%	Shares	Sole	2024-01-30
2023-09-30	$987,087	6,172	+0.2%	Shares	Sole	2023-10-30
2023-06-30	$968,071	6,159	-0.5%	Shares	Sole	2023-07-27
2023-03-31	$912,568	6,189	-2.7%	Shares	Sole	2023-05-10
2022-12-31	$902,209	6,363	-4.2%	Shares	Sole	2023-02-03
2022-09-30	$861,466	6,642	0.0%	Shares	Sole	2022-10-28
2022-06-30	$807,535	6,642	-1.2%	Shares	Sole	2022-07-29
2022-03-31	$1,001,189	6,723	+3.1%	Shares	Sole	2022-04-22
2021-12-31	$943,668	6,522	+4.6%	Shares	Sole	2022-01-31
2021-09-30	$869,452	6,238	0.0%	Shares	Sole	2021-10-28
2021-06-30	$879,683	6,238	-0.2%	Shares	Sole	2021-07-28
2021-03-31	$848,802	6,249	+9.7%	Shares	Sole	2021-04-23
2020-12-31	$821,510	5,699	+2.7%	Shares	Sole	2021-02-03
2020-09-30	$776,081	5,547	+23.7%	Shares	Sole	2020-10-30
2020-06-30	$537,213	4,485	+3.5%	Shares	Sole	2020-07-31
2020-03-31	$492,542	4,335	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.