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Welch & Forbes LLC

SEC CIK
0000105495
Latest filing
Jul 30, 2026

WMT holding history

Walmart Inc. in every 13F filed by Welch & Forbes LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
526,233
Value
$59.6M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of WMT by Welch & Forbes LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026526,233$59.6M0.7%+3,135+0.6%AddedHolders
Q1 2026523,098$65.0M0.8%−12,131−2.3%ReducedHolders
Q4 2025535,229$59.6M0.7%+5,858+1.1%AddedHolders
Q3 2025529,371$54.6M0.7%+2,881+0.5%AddedHolders
Q2 2025526,490$51.5M0.6%+6,127+1.2%AddedHolders
Q1 2025520,363$45.7M0.6%+7,816+1.5%AddedHolders
Q4 2024512,547$46.3M0.6%+3,074+0.6%AddedHolders
Q3 2024509,473$41.1M0.5%+2,762+0.5%AddedHolders
Q2 2024506,711$34.8M0.5%−3,542−0.7%ReducedHolders
Q1 2024510,253$30.7M0.4%+9,232+1.8%AddedConverted for a 3-for-1 splitHolders
Q4 2023167,007$26.3M0.4%+710+0.4%AddedHolders
Q3 2023166,297$26.6M0.4%+1,190+0.7%AddedHolders
Q2 2023165,107$26.0M0.4%+1,053+0.6%AddedHolders
Q1 2023164,054$24.2M0.4%+1,775+1.1%AddedHolders
Q4 2022162,279$23.0M0.4%+1,272+0.8%AddedHolders
Q3 2022161,007$20.9M0.4%+2,875+1.8%AddedHolders
Q2 2022158,132$19.2M0.4%+5,807+3.8%AddedHolders
Q1 2022152,325$22.7M0.4%+8,102+5.6%AddedHolders
Q4 2021144,223$20.9M0.3%+5,858+4.2%AddedHolders
Q3 2021138,365$19.3M0.3%+6,796+5.2%AddedHolders
Q2 2021131,569$18.6M0.3%+5,238+4.1%AddedHolders
Q1 2021126,331$17.2M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.