Heritage Family Offices, LLP
Family OfficePosition in WMT — Walmart Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in WMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,330,465
+$63,058 QoQ
Shares Held
11,747
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#2,367
of 4,373 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Heritage Family Offices, LLP holds $2,075,099 across 2 Discount Stores names. WMT ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
11,747 | $1,330,465 | |
| 2 | COST |
Costco Wholesale Corp /New
|
796 | $744,634 |
All Filings in WMT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,330,465 | 11,747 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,267,407 | 10,198 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $857,077 | 7,693 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $723,378 | 7,019 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $626,280 | 6,405 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $562,294 | 6,405 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $578,691 | 6,405 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $492,978 | 6,105 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||