West Branch Capital LLC

Position in WMT — Walmart Inc.

CIK 1738723 AMHERST, MA

Position in WMT

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

Position Value

$8,701,199

-$787,206 QoQ

Shares Held

76,825

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.25%

of 13F equity value

Holder Rank

#973

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

West Branch Capital LLC holds $12,778,168 across 4 Discount Stores names. WMT ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	76,825	$8,701,199
2	COST	Costco Wholesale Corp /New	4,329	$4,049,649
3	OLLI	Ollie's Bargain Outlet Holdings, Inc.	283	$21,757
4	DLTR	Dollar Tree, Inc.	46	$5,563

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,701,199	76,825	+0.6%	Shares	Sole	2026-07-10
2026-03-31	$9,488,405	76,347	+0.3%	Shares	Sole	2026-04-14
2025-12-31	$8,478,746	76,104	+0.8%	Shares	Sole	2026-01-16
2025-09-30	$7,784,121	75,530	+1.8%	Shares	Sole	2025-10-21
2025-06-30	$7,256,156	74,209	+1.3%	Shares	Sole	2025-07-16
2025-03-31	$6,429,651	73,239	+4.8%	Shares	Sole	2025-04-16
2024-12-31	$6,316,820	69,915	+4.5%	Shares	Sole	2025-01-17
2024-09-30	$5,400,640	66,881	+2.4%	Shares	Sole	2024-10-18
2024-06-30	$4,420,379	65,284	+1.3%	Shares	Sole	2024-07-26
2024-03-31	$3,878,919	64,466	+231.6%	Shares	Sole	2024-04-24
2023-12-31	$3,065,188	19,443	+10.5%	Shares	Sole	2024-01-19
2023-09-30	$2,813,488	17,592	+0.0%	Shares	Sole	2023-10-20
2023-06-30	$2,763,851	17,584	+2.5%	Shares	Sole	2023-08-07
2023-03-31	$2,528,914	17,151	-0.4%	Shares	Sole	2023-04-20
2022-12-31	$2,441,338	17,218	0.0%	Shares	Sole	2023-01-27
2022-09-30	$2,233,172	17,218	+1.9%	Shares	Sole	2022-10-19
2022-06-30	$2,054,217	16,896	-0.1%	Shares	Sole	2022-07-28
2022-03-31	$2,517,641	16,906	-3.0%	Shares	Sole	2022-05-03
2021-12-31	$2,521,802	17,429	+0.9%	Shares	Sole	2022-01-24
2021-09-30	$2,408,486	17,280	+1.2%	Shares	Sole	2021-11-09
2021-06-30	$2,406,790	17,067	-1.2%	Shares	Sole	2021-08-17
2021-03-31	$2,346,057	17,272	-2.4%	Shares	Sole	2021-05-14
2020-12-31	$2,550,734	17,695	+1.8%	Shares	Sole	2021-02-08
2020-09-30	$2,432,896	17,389	+7.8%	Shares	Sole	2020-10-13
2020-06-30	$1,932,292	16,132	+39.8%	Shares	Sole	2020-07-08
2020-03-31	$1,310,719	11,536	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.