STONERIDGE INVESTMENT PARTNERS LLC

Position in WMT — Walmart Inc.

CIK 1108831 RADNOR, PA

Position in WMT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,197,951

-$116,558 QoQ

Shares Held

10,577

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#2,481

of 4,382 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

STONERIDGE INVESTMENT PARTNERS LLC holds $2,680,155 across 3 Discount Stores names. WMT ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	10,577	$1,197,951
2	DLTR	Dollar Tree, Inc.	6,161	$745,172
3	TGT	Target Corp	5,643	$737,032

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,197,951	10,577	0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,314,509	10,577	-42.5%	Shares	Sole	2026-05-06
2025-03-31	$1,614,809	18,394	+32.3%	Shares	Sole	2025-05-14
2024-12-31	$1,256,316	13,905	+137.9%	Shares	Sole	2025-01-28
2024-09-30	$471,903	5,844	0.0%	Shares	Sole	2024-10-30
2024-06-30	$395,697	5,844	-9.3%	Shares	Sole	2024-08-08
2024-03-31	$387,735	6,444	-60.3%	Shares	Sole	2024-05-06
2023-12-31	$2,555,979	16,213	+124.5%	Shares	Sole	2024-02-07
2023-09-30	$1,154,854	7,221	+196.7%	Shares	Sole	2023-11-03
2023-06-30	$382,575	2,434	-72.3%	Shares	Sole	2023-08-04
2023-03-31	$1,295,643	8,787	+122.5%	Shares	Sole	2023-04-28
2022-12-31	$560,070	3,950	-61.4%	Shares	Sole	2023-02-06
2022-06-30	$1,244,858	10,239	-4.1%	Shares	Sole	2022-08-01
2022-03-31	$1,590,167	10,678	-61.7%	Shares	Sole	2022-04-26
2021-12-31	$4,033,667	27,878	+7.0%	Shares	Sole	2022-02-02
2021-09-30	$3,629,873	26,043	-9.5%	Shares	Sole	2021-11-03
2021-06-30	$4,056,725	28,767	+83.3%	Shares	Sole	2021-08-04
2021-03-31	$2,131,989	15,696	+185.8%	Shares	Sole	2021-04-30
2020-12-31	$791,671	5,492	+10.8%	Shares	Sole	2021-02-02
2020-09-30	$693,254	4,955	-58.5%	Shares	Sole	2020-10-28
2020-06-30	$1,430,653	11,944	+48.2%	Shares	Sole	2020-08-05
2020-03-31	$915,549	8,058	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.