CONGRESS ASSET MANAGEMENT CO

Position in WMT — Walmart Inc.

CIK 897378 BOSTON, MA

Position in WMT

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

Position Value

$16,088,696

-$1,758,533 QoQ

Shares Held

142,051

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#685

of 4,373 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Jun 30, 2026

CONGRESS ASSET MANAGEMENT CO holds $290,727,116 across 4 Discount Stores names. WMT ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	208,851	$195,373,844
2	OLLI	Ollie's Bargain Outlet Holdings, Inc.	633,391	$48,695,100
3	BJ	BJ's Wholesale Club Holdings, Inc.	350,487	$30,569,476
4	WMT	Walmart Inc. This page	142,051	$16,088,696

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,088,696	142,051	-1.1%	Shares	Sole	2026-07-07
2026-03-31	$17,847,229	143,605	+17.0%	Shares	Sole	2026-04-14
2025-12-31	$13,668,781	122,689	+705.6%	Shares	Sole	2026-01-09
2025-09-30	$1,569,500	15,229	-32.1%	Shares	Sole	2025-10-10
2025-06-30	$2,192,423	22,422	-4.5%	Shares	Sole	2025-07-16
2025-03-31	$2,061,133	23,478	-2.9%	Shares	Sole	2025-04-11
2024-12-31	$2,185,476	24,189	+1206.8%	Shares	Sole	2025-01-30
2023-06-30	$290,939	1,851	-22.3%	Shares	Sole	2023-07-27
2023-03-31	$351,078	2,381	-36.4%	Shares	Sole	2023-04-21
2022-12-31	$530,436	3,741	-3.5%	Shares	Sole	2023-01-18
2022-09-30	$502,716	3,876	-12.3%	Shares	Sole	2022-11-08
2022-06-30	$537,505	4,421	+16.4%	Shares	Sole	2022-08-02
2022-03-31	$565,747	3,799	+19.5%	Shares	Sole	2022-04-20
2021-12-31	$459,969	3,179	-3.0%	Shares	Sole	2022-01-28
2021-09-30	$457,027	3,279	+10.9%	Shares	Sole	2021-11-08
2021-06-30	$416,855	2,956	-23.3%	Shares	Sole	2021-08-05
2021-03-31	$523,489	3,854	-1.3%	Shares	Sole	2021-05-05
2020-12-31	$563,049	3,906	+5.1%	Shares	Sole	2021-01-26
2020-09-30	$520,185	3,718	+22.5%	Shares	Sole	2020-11-03
2020-06-30	$363,652	3,036	-2.3%	Shares	Sole	2020-07-23
2020-03-31	$352,903	3,106	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.