SEC 13F Intelligence

West Branch Capital LLC / WMT

West Branch Capital LLC’s Walmart Inc Position

Does West Branch Capital LLC own Walmart Inc (WMT)? Yes — 76.8K shares worth $9M (+2.02% of its 13F portfolio) as of Q2 2026, up from 76.3K shares the prior filed quarter.

Position Value
$9M
Q2 2026
Shares
76.8K
% of Portfolio
+2.02%
Quarters Held
27
currently held

Position History WMT

Reported value by quarter
Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $9MQ2 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202676.8K$9M+2.02%
Q1 202676.3K$9M+2.54%
Q4 202576.1K$8M+2.18%
Q3 202575.5K$8M+2.04%
Q2 202574.2K$7M+2.15%
Q1 202573.2K$6M+2.15%
Q4 202469.9K$6M+2.01%
Q3 202466.9K$5M+1.87%
Q2 202465.3K$4M+1.64%
Q1 202464.5K$4M+1.56%
Q4 202319.4K$3M+1.44%
Q3 202317.6K$3M+1.48%
Q2 202317.6K$3M+1.38%
Q1 202317.2K$3M+1.41%
Q4 202217.2K$2M+1.51%
Q3 202217.2K$2M+1.39%
Q2 202216.9K$2M+1.19%
Q1 202216.9K$3M+1.20%
Q4 202117.4K$3M+1.07%
Q3 202117.3K$2M+1.16%
Q2 202117.1K$2M+1.18%
Q1 202117.3K$2M+1.37%
Q4 202017.7K$3M+1.51%
Q3 202017.4K$2M+1.55%
Q2 202016.1K$2M+1.36%
Q1 202011.5K$1M+1.25%
Q4 201911.5K$1M+0.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See West Branch Capital LLC’s full portfolio or all institutional holders of WMT.