SILVERCREST ASSET MANAGEMENT GROUP LLC

Position in WMT — Walmart Inc.

CIK 1232395 NEW YORK, NY

Position in WMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,625,545

-$2,178,315 QoQ

Shares Held

111,474

-6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#796

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Defensive · as of Jun 30, 2026

SILVERCREST ASSET MANAGEMENT GROUP LLC holds $118,632,726 across 5 Discount Stores names. WMT ranks #4 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TGT	Target Corp	439,112	$57,352,418
2	COST	Costco Wholesale Corp /New	33,973	$31,780,722
3	BJ	BJ's Wholesale Club Holdings, Inc.	186,350	$16,253,447
4	WMT	Walmart Inc. This page	111,474	$12,625,545
5	DLTR	Dollar Tree, Inc.	5,131	$620,594

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,625,545	111,474	-6.4%	Shares	Sole	2026-08-14
2026-03-31	$14,803,860	119,117	+10.0%	Shares	Sole	2026-05-15
2025-12-31	$12,059,464	108,244	+0.8%	Shares	Sole	2026-02-17
2025-09-30	$11,069,777	107,411	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$10,487,198	107,253	+2.3%	Shares	Sole	2025-08-14
2025-03-31	$9,206,273	104,867	+11.1%	Shares	Sole	2025-05-15
2024-12-31	$8,525,516	94,361	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$7,654,938	94,798	+1.9%	Shares	Sole	2024-11-14
2024-06-30	$6,301,634	93,068	-0.8%	Shares	Sole	2024-08-15
2024-03-31	$5,645,931	93,833	+180.7%	Shares	Sole	2024-05-15
2023-12-31	$5,269,451	33,425	+8.6%	Shares	Sole	2024-02-14
2023-09-30	$4,923,604	30,786	+10.3%	Shares	Sole	2023-11-14
2023-06-30	$4,385,476	27,901	+6.1%	Shares	Sole	2023-08-14
2023-03-31	$3,876,460	26,290	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$3,738,999	26,370	-2.0%	Shares	Sole	2023-02-14
2022-09-30	$3,490,354	26,911	-2.7%	Shares	Sole	2022-11-14
2022-06-30	$3,363,027	27,661	-2.6%	Shares	Sole	2022-08-15
2022-03-31	$4,227,987	28,391	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$4,096,029	28,309	+28.4%	Shares	Sole	2022-02-14
2021-09-30	$3,072,213	22,042	-29.8%	Shares	Sole	2021-11-15
2021-06-30	$4,426,338	31,388	-2.5%	Shares	Sole	2021-08-16
2021-03-31	$4,374,272	32,204	+3.3%	Shares	Sole	2021-05-17
2020-12-31	$4,492,434	31,165	+14.2%	Shares	Sole	2021-02-16
2020-09-30	$3,817,307	27,284	+8.1%	Shares	Sole	2020-11-16
2020-06-30	$3,023,609	25,243	-0.6%	Shares	Sole	2020-08-14
2020-03-31	$2,884,241	25,385	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.