Congress Holdings

Most held

WMT

Walmart Inc.

Listed by 29 members on their latest annual reports (42 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
J. French Hill AR-2 Member HILL 2012 TRUST ⇒ Walmart Inc. (WMT) ST $500,001 - $1,000,000 August 13, 2026
filing 10076109, p. 5
Debbie Dingell MI-6 Member Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Wal-Mart Stores, Inc. (WMT) ST $250,001 - $500,000 May 15, 2026
filing 10075123, p. 6
Rick W. Allen GA-12 Spouse R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walmart Inc. (WMT) ST $100,001 - $250,000 August 11, 2026
filing 10074380, p. 12
Scott Franklin FL-18 Member Fidelity Traditional IRA ⇒ Walmart Inc. - Common Stock (WMT) ST $100,001 - $250,000 August 10, 2026
filing 10077449, p. 10
Robert P. Bresnahan, Jr. PA-8 Member JP Morgan Brokerage Account ⇒ Walmart Inc. - Common Stock (WMT) ST $50,001 - $100,000 August 13, 2026
filing 10075331, p. 25
Gilbert Ray Cisneros, Jr. CA-31 Member 150 Main Street Trust ⇒ Bank of America ⇒ Walmart Inc. (WMT) ST $50,001 - $100,000 August 13, 2026
filing 10074952, p. 36
Kevin Hern OK-1 Member Kevin Hern Traditional IRA ⇒ Walmart Inc. (WMT) ST $50,001 - $100,000 June 25, 2026
filing 10075834, p. 24
Shri Thanedar MI-13 Member Walmart Inc. (WMT) ST $50,001 - $100,000 August 12, 2026
filing 10075203, p. 4
Rick W. Allen GA-12 Spouse LIVTR ⇒ Walmart Inc. (WMT) ST $15,001 - $50,000 August 11, 2026
filing 10074380, p. 8
Randy Fine FL-6 Member RAF IRA ⇒ Walmart Inc. Common Stock (WMT) ST $15,001 - $50,000 August 13, 2026
filing 10077599, p. 5
Randy Fine FL-6 Member WLF IRA ⇒ Walmart Inc. Common Stock (WMT) ST $15,001 - $50,000 August 13, 2026
filing 10077599, p. 8
Scott Franklin FL-18 Member Fidelity Roth IRA ⇒ Walmart Inc. - Common Stock (WMT) ST $15,001 - $50,000 August 10, 2026
filing 10077449, p. 7
Julie Johnson TX-32 Joint Merrill Lynch Tax Efficient Core ⇒ Walmart Inc. (WMT) ST $15,001 - $50,000 August 13, 2026
filing 10075196, p. 30
Tim Moore NC-14 Member TradeWinds ⇒ Walmart Inc. (WMT) ST $15,001 - $50,000 May 14, 2026
filing 10075481, p. 6
Jared Moskowitz FL-23 Member Morgan Stanley Active Assets (1) ⇒ Walmart Inc. (WMT) ST $15,001 - $50,000 August 13, 2026
filing 10074897, p. 12
Robert F. Onder, Jr. MO-3 Member Edward Jones Acct ⇒ Walmart Inc. - Common Stock (WMT) ST $15,001 - $50,000 August 5, 2026
filing 10081471, p. 3
Pete Sessions TX-17 Spouse Trust One ⇒ Walmart Inc. (WMT) ST $15,001 - $50,000 April 28, 2026
filing 10075867, p. 14
Robert B. Aderholt AL-4 Member Robert B Aderholt - Individual TOD ⇒ Walmart Inc. - Common Stock (WMT) ST $1,001 - $15,000 August 13, 2026
filing 10078366, p. 12
Cliff Bentz OR-2 Spouse Walmart Inc. Common Stock (WMT) ST $1,001 - $15,000 May 11, 2026
filing 10075533, p. 4
Scott Franklin FL-18 Spouse Fidelity Roth IRA ⇒ Walmart Inc. - Common Stock (WMT) ST $1,001 - $15,000 August 10, 2026
filing 10077449, p. 7
Daniel S. Goldman NY-10 Spouse E*Trade (Morgan Stanley) - Brokerage ⇒ Walmart Inc. (WMT) ST $1,001 - $15,000 August 13, 2026
filing 10075172, p. 8
Josh Gottheimer NJ-5 Joint Morgan Stanley - Select UMA Account # 1 ⇒ Walmart Inc. Common Stock (WMT) ST $1,001 - $15,000 August 10, 2026
filing 10074410, p. 25
Harriet M. Hageman WY Spouse RBC Wealth Management ⇒ IRA ⇒ Walmart Inc. Common Stock (WMT) ST $1,001 - $15,000 August 13, 2026
filing 10076067, p. 12
Harriet M. Hageman WY Spouse RBC Wealth Management ⇒ RBC 4 ⇒ Walmart Inc. - Common Stock (WMT) ST $1,001 - $15,000 August 13, 2026
filing 10076067, p. 20
Mark Harris NC-8 Member Walmart Inc. - Common Stock (WMT) ST $1,001 - $15,000 May 14, 2026
filing 10076282, p. 18
Mark Harris NC-8 Joint Walmart Inc. - Common Stock (WMT) ST $1,001 - $15,000 May 14, 2026
filing 10076282, p. 18
Jonathan L. Jackson IL-1 Member Morgan Stanley SEP IRA ⇒ Walmart Inc. - Common Stock (WMT) ST $1,001 - $15,000 April 27, 2026
filing 10073351, p. 4
Jim Jordan OH-4 Spouse Inherited IRA ⇒ Walmart Inc. - Common Stock (WMT) ST $1,001 - $15,000 May 11, 2026
filing 10076961, p. 3
Rick Larsen WA-2 Member Richard R Larsen IRA ⇒ Walmart Inc. - Common Stock (WMT) ST $1,001 - $15,000 May 13, 2026
filing 10075151, p. 6
Lucy McBath GA-6 Spouse Curtis - Fidelity Brokerage #2 ⇒ Walmart Inc. Common Stock (WMT) ST $1,001 - $15,000 September 11, 2026
filing 10074842, p. 13
Richard McCormick GA-7 Member Growth Partners IRA ⇒ Walmart Inc. - Common Stock (WMT) ST $1,001 - $15,000 July 29, 2026
filing 10075846, p. 4
Richard McCormick GA-7 Member Growth Partners Roth IRA ⇒ Walmart Inc. Common Stock (WMT) ST $1,001 - $15,000 July 29, 2026
filing 10075846, p. 6
John J. McGuire III VA-5 Spouse Merrill Lynch SEP IRA ⇒ Walmart Inc. Common Stock (WMT) ST $1,001 - $15,000 August 3, 2026
filing 10075908, p. 5
Jared Moskowitz FL-23 Dependent child Morgan Stanley Active Assets (5) ⇒ Walmart Inc. (WMT) ST $1,001 - $15,000 August 13, 2026
filing 10074897, p. 17
Jared Moskowitz FL-23 Dependent child Morgan Stanley Active Assets (6) ⇒ Walmart Inc. (WMT) ST $1,001 - $15,000 August 13, 2026
filing 10074897, p. 21
Jimmy Patronis FL-1 Member Schwab Brokerage Account ⇒ Walmart Inc. Common Stock (WMT) ST $1,001 - $15,000 August 13, 2026
filing 10076284, p. 9
Jimmy Patronis FL-1 Dependent child Schwab Brokerage Account #2 ⇒ Walmart Inc. Common Stock (WMT) ST $1,001 - $15,000 August 13, 2026
filing 10076284, p. 11
Jimmy Patronis FL-1 Dependent child Schwab Brokerage Account #3 ⇒ Walmart Inc. Common Stock (WMT) ST $1,001 - $15,000 August 13, 2026
filing 10076284, p. 12
Jimmy Patronis FL-1 Spouse Schwab Brokerage Account #4 ⇒ Walmart Inc. Common Stock (WMT) ST $1,001 - $15,000 August 13, 2026
filing 10076284, p. 13
Michael A. Rulli OH-6 Member Merrill Lynch SIMPLE Managed Account ⇒ Walmart Inc. - Common Stock (WMT) ST $1,001 - $15,000 August 11, 2026
filing 10081567, p. 9
Robert J. Wittman VA-1 Member Morgan Stanley (JT) ⇒ Walmart Inc. Common Stock (WMT) ST $1,001 - $15,000 August 12, 2026
filing 10077609, p. 6
Pete Sessions TX-17 Spouse Trust One ⇒ Walmart Inc. (WMT) ST $1 - $1,000 April 28, 2026
filing 10075867, p. 14

Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Jefferson Shreve.

How the count is made: see Most held.