Choate Investment Advisors / WMT
Choate Investment Advisors’s Walmart Inc Position
Does Choate Investment Advisors own Walmart Inc (WMT)? Yes — 416.0K shares worth $52M (+1.01% of its 13F portfolio) as of Q1 2026, down from 431.7K shares the prior filed quarter.
Position Value
$52M
Q1 2026
Shares
416.0K
% of Portfolio
+1.01%
Quarters Held
30
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 416.0K | $52M | +1.01% |
| Q4 2025 | 431.7K | $48M | +0.94% |
| Q3 2025 | 382.3K | $39M | +0.82% |
| Q2 2025 | 358.0K | $35M | +0.76% |
| Q1 2025 | 331.9K | $29M | +0.72% |
| Q4 2024 | 301.5K | $27M | +0.66% |
| Q3 2024 | 278.5K | $23M | +0.57% |
| Q2 2024 | 248.8K | $17M | +0.44% |
| Q1 2024 | 213.4K | $13M | +0.35% |
| Q4 2023 | 52.0K | $8M | +0.25% |
| Q3 2023 | 33.3K | $5M | +0.21% |
| Q2 2023 | 30.1K | $5M | +0.20% |
| Q1 2023 | 30.3K | $4M | +0.22% |
| Q4 2022 | 27.5K | $4M | +0.24% |
| Q3 2022 | 26.5K | $3M | +0.23% |
| Q2 2022 | 24.0K | $3M | +0.18% |
| Q1 2022 | 22.9K | $3M | +0.18% |
| Q4 2021 | 14.6K | $2M | +0.12% |
| Q3 2021 | 14.5K | $2M | +0.13% |
| Q2 2021 | 14.9K | $2M | +0.13% |
| Q1 2021 | 15.3K | $2M | +0.13% |
| Q4 2020 | 13.4K | $2M | +0.12% |
| Q3 2020 | 13.6K | $2M | +0.12% |
| Q2 2020 | 13.5K | $2M | +0.12% |
| Q1 2020 | 13.6K | $2M | +0.12% |
| Q4 2019 | 13.6K | $2M | +0.10% |
| Q3 2019 | 13.6K | $2M | +0.10% |
| Q2 2019 | 14.6K | $2M | +0.10% |
| Q1 2019 | 14.6K | $1M | +0.08% |
| Q4 2018 | 15.1K | $1M | +0.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Choate Investment Advisors’s full portfolio or all institutional holders of WMT.