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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in WMT — Walmart Inc.

CIK 932974 BOSTON, MA

Position in WMT

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$8,154,153
-$473,613 QoQ
Shares Held
71,995
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,004
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $227,412,145 across 4 Discount Stores names. WMT ranks #2 (3.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WMT
Walmart Inc.
This page
71,995 $8,154,153

All Filings in WMT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,154,153 71,995
2026-03-31 $8,627,766 69,422
2025-12-31 $8,283,110 74,348
2025-09-30 $7,440,932 72,200
2025-06-30 $8,023,924 82,061
2025-03-31 $7,226,960 82,321
2024-12-31 $8,143,335 90,131
2024-09-30 $7,361,573 91,165
2024-06-30 $6,164,182 91,038
2024-03-31 $4,998,502 83,073
2023-12-31 $4,376,048 27,758
2023-09-30 $4,480,119 28,013
2023-06-30 $4,448,662 28,303
2023-03-31 $4,411,704 29,920
2022-12-31 $4,253,129 29,996
2022-09-30 $3,891,386 30,003
2022-06-30 $3,678,162 30,253
2022-03-31 $4,500,660 30,222
2021-12-31 $4,673,487 32,300
2021-09-30 $4,351,443 31,220
2021-06-30 $4,351,739 30,859
2021-03-31 $4,221,463 31,079
2020-12-31 $4,377,114 30,365
2020-09-30 $4,155,329 29,700
2020-06-30 $3,540,699 29,560
2020-03-31 $3,713,893 32,687