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Livermore
Livermore
ZHEN

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

WMT holding history

Walmart Inc. in every 13F filed by Boston Private Wealth 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)
70,012
Value
$7.93M
% of portfolio
0.5%
Quarters held
20
Since Q1 2021
Holdings of WMT by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202670,012$7.93M0.5%−3,119−4.3%ReducedHolders
Q1 202673,131$9.09M0.6%−15,016−17.0%ReducedHolders
Q4 202588,147$9.82M0.6%−18,627−17.4%ReducedHolders
Q3 2025106,774$11.0M0.6%−10,020−8.6%ReducedHolders
Q2 2025116,794$11.4M0.6%+116,794NewHolders
Q1 20250$00.0%−220,832−100.0%Sold outHolders
Q4 2024220,832$20.0M0.4%+220,832NewHolders
Q3 20240$00.0%−214,490−100.0%Sold outHolders
Q2 2024214,490$14.5M0.4%+66,313+44.8%AddedHolders
Q1 2024148,177$8.92M0.2%−6,494−4.2%ReducedConverted for a 3-for-1 splitHolders
Q4 202351,557$8.13M0.2%−3,040−5.6%ReducedHolders
Q3 202354,597$8.73M0.2%+163+0.3%AddedHolders
Q2 202354,434$8.56M0.2%−19,899−26.8%ReducedHolders
Q1 202374,333$11.0M0.2%−2,062−2.7%ReducedHolders
Q4 202276,395$10.8M0.1%−1,060−1.4%ReducedHolders
Q3 202277,455$10.0M0.1%+6,874+9.7%AddedHolders
Q2 202270,581$8.58M0.1%−3,193−4.3%ReducedHolders
Q1 202273,774$11.0M0.1%−866−1.2%ReducedHolders
Q4 202174,640$10.8M0.2%−2,433−3.2%ReducedHolders
Q3 202177,073$10.7M0.1%+236+0.3%AddedHolders
Q2 202176,837$10.8M0.1%−730−0.9%ReducedHolders
Q1 202177,567$10.5M0.1%––Holders

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