SEC 13F Intelligence

Boston Research & Management Inc / WMT

Boston Research & Management Inc’s Walmart Inc Position

Does Boston Research & Management Inc own Walmart Inc (WMT)? Yes110.1K shares worth $14M (+3.25% of its 13F portfolio) as of Q1 2026, down from 112.5K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
110.1K
% of Portfolio
+3.25%
Quarters Held
29
currently held

Position History WMT

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $6MQ3 ’19: $6MQ4 ’19: $6MQ1 ’20: $5MQ1 ’20Q2 ’20: $6MQ3 ’20: $6MQ4 ’20: $7MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $7MQ1 ’22: $7MQ1 ’22Q2 ’22: $6MQ3 ’22: $6MQ4 ’22: $7MQ1 ’23: $7MQ1 ’23Q2 ’23: $7MQ3 ’23: $7MQ4 ’23: $7MQ1 ’24: $8MQ1 ’24Q2 ’24: $9MQ3 ’24: $11MQ4 ’24: $12MQ1 ’25: $12MQ1 ’25Q2 ’25: $13MQ3 ’25: $13MQ4 ’25: $13MQ1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026110.1K$14M+3.25%
Q4 2025112.5K$13M+2.89%
Q3 2025128.9K$13M+2.93%
Q2 2025129.5K$13M+3.03%
Q1 2025131.4K$12M+2.86%
Q4 2024133.9K$12M+2.97%
Q3 2024136.8K$11M+2.59%
Q2 2024137.4K$9M+2.35%
Q1 2024140.6K$8M+2.09%
Q4 202346.9K$7M+1.96%
Q3 202346.4K$7M+2.19%
Q2 202346.9K$7M+2.09%
Q1 202347.1K$7M+2.07%
Q4 202246.5K$7M+2.04%
Q3 202246.5K$6M+2.05%
Q2 202246.2K$6M+1.82%
Q1 202246.9K$7M+2.03%
Q4 202147.4K$7M+1.87%
Q3 202147.2K$7M+1.96%
Q2 202146.1K$7M+1.97%
Q1 202146.3K$6M+2.02%
Q4 202046.2K$7M+2.32%
Q3 202046.4K$6M+2.54%
Q2 202047.7K$6M+2.37%
Q1 202047.8K$5M+2.73%
Q4 201948.6K$6M+2.17%
Q3 201949.6K$6M+2.33%
Q2 201950.1K$6M+2.24%
Q1 201950.5K$5M+2.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Research & Management Inc’s full portfolio or all institutional holders of WMT.