BFO
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Boston Family Office’s Walmart Inc WMT Stock Holding History

Boston Family Office’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51M Buy
20,216
+204
+1% +$25K 0.17% 108
2025
Q4 		$2.23M Sell
20,012
-50
-0.2% -$5.37K 0.14% 114
2025
Q3 		$2.07M Buy
20,062
+75
+0.4% +$7.47K 0.13% 116
2025
Q2 		$1.95M Sell
19,987
-125
-0.6% -$11.9K 0.13% 120
2025
Q1 		$1.77M Sell
20,112
-227
-1% -$21.3K 0.13% 119
2024
Q4 		$1.84M Sell
20,339
-503
-2% -$43.6K 0.13% 115
2024
Q3 		$1.68M Sell
20,842
-306
-1% -$22.5K 0.11% 123
2024
Q2 		$1.43M Hold
21,148
– – 0.1% 127
2024
Q1 		$1.27M Sell
21,148
-149
-0.7% -$8.53K 0.09% 135
2023
Q4 		$1.12M Hold
21,297
– – 0.08% 146
2023
Q3 		$1.14M Sell
21,297
-150
-0.7% -$7.98K 0.09% 139
2023
Q2 		$1.12M Sell
21,447
-600
-3% -$30.3K 0.09% 143
2023
Q1 		$1.08M Buy
22,047
+105
+0.5% +$4.98K 0.09% 146
2022
Q4 		$1.04M Sell
21,942
-150
-0.7% -$7.12K 0.09% 149
2022
Q3 		$956K Buy
22,092
+249
+1% +$10.9K 0.09% 149
2022
Q2 		$885K Buy
21,843
+2,184
+11% +$101K 0.07% 156
2022
Q1 		$976K Buy
19,659
+150
+0.8% +$7.04K 0.07% 157
2021
Q4 		$941K Buy
19,509
+207
+1% +$9.88K 0.06% 161
2021
Q3 		$897K Sell
19,302
-405
-2% -$19.5K 0.07% 163
2021
Q2 		$926K Hold
19,707
– – 0.07% 167
2021
Q1 		$946K Buy
19,707
+75
+0.4% +$3.47K 0.07% 164
2020
Q4 		$943K Buy
19,632
+255
+1% +$12.4K 0.07% 163
2020
Q3 		$904K Sell
19,377
-51
-0.3% -$2.27K 0.08% 153
2020
Q2 		$776K Hold
19,428
– – 0.08% 154
2020
Q1 		$736K Hold
19,428
– – 0.09% 150
2019
Q4 		$770K Sell
19,428
-300
-2% -$11.9K 0.07% 159
2019
Q3 		$780K Sell
19,728
-45
-0.2% -$1.7K 0.08% 157
2019
Q2 		$728K Buy
19,773
+51
+0.3% +$1.76K 0.08% 166
2019
Q1 		$641K Buy
19,722
+405
+2% +$13.1K 0.07% 169
2018
Q4 		$600K Hold
19,317
– – 0.07% 166
2018
Q3 		$605K Hold
19,317
– – 0.06% 183
2018
Q2 		$552K Hold
19,317
– – 0.06% 192
2018
Q1 		$573K Hold
19,317
– – 0.07% 183
2017
Q4 		$636K Hold
19,317
– – 0.07% 179
2017
Q3 		$503K Hold
19,317
– – 0.06% 198
2017
Q2 		$487K Hold
19,317
– – 0.06% 193
2017
Q1 		$464K Hold
19,317
– – 0.06% 190
2016
Q4 		$445K Hold
19,317
– – 0.06% 193
2016
Q3 		$464K Hold
19,317
– – 0.06% 189
2016
Q2 		$470K Hold
19,317
– – 0.06% 182
2016
Q1 		$441K Hold
19,317
– – 0.06% 183
2015
Q4 		$395K Sell
19,317
-600
-3% -$12K 0.05% 193
2015
Q3 		$430K Buy
19,917
+600
+3% +$13.8K 0.06% 187
2015
Q2 		$457K Hold
19,317
– – 0.06% 199
2015
Q1 		$530K Hold
19,317
– – 0.07% 196
2014
Q4 		$553K Hold
19,317
– – 0.07% 188
2014
Q3 		$492K Sell
19,317
-18
-0.1% -$455 0.06% 197
2014
Q2 		$484K Hold
19,335
– – 0.06% 203
2014
Q1 		$493K Hold
19,335
– – 0.07% 196
2013
Q4 		$507K Buy
19,335
+108
+0.6% +$2.79K 0.07% 188
2013
Q3 		$474K Sell
19,227
-600
-3% -$15.1K 0.07% 194
2013
Q2 		$492K Buy
+19,827
New +$508K 0.07% 182

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Family Office's WMT Position: Q1 2026 in Review

Boston Family Office increased its Walmart Inc (WMT) stake by 1% in Q1 2026, buying an estimated $25K and bringing the position to 20,216 shares worth $2.51M. The position accounts for 0.17% of the portfolio, ranked #108.

Boston Family Office first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Boston Family Office held 20,216 shares of Walmart Inc worth $2.51M as of Q1 2026.
  • Boston Family Office bought 204 Walmart Inc shares in Q1 2026, an estimated $25K.
  • Walmart Inc made up 0.17% of Boston Family Office's portfolio in Q1 2026, its #108 holding.
  • Boston Family Office first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.