FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in WMT — Walmart Inc.
CIK 2020280
Boca Raton, FL
Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,648,725
-$201,804 QoQ
Shares Held
14,557
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,175
of 4,382 holders
Holding Since
Dec 2023
10 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, 2026FIDUCIARY FAMILY OFFICE, LLC holds $3,835,640 across 3 Discount Stores names. WMT ranks #2 (43.0% of the industry book) .
All Filings in WMT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,648,725 | 14,557 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,850,529 | 14,890 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,395,315 | 21,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,382,541 | 23,118 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,494,270 | 25,509 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,281,135 | 25,984 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $1,951,243 | 24,164 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,145,179 | 16,913 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $967,593 | 16,081 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $999,343 | 6,339 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||