Chicago Partners Investment Group LLC

Position in WMT — Walmart Inc.

CIK 1563525 CHICAGO, IL

Position in WMT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$6,683,925

-$1,776,063 QoQ

Shares Held

59,014

-13.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,132

of 4,378 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Consumer Defensive · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $20,664,358 across 6 Discount Stores names. WMT ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	9,537	$8,921,577
2	WMT	Walmart Inc. This page	59,014	$6,683,925
3	TGT	Target Corp	14,820	$1,935,640
4	DG	Dollar General Corp	14,077	$1,620,403
5	DLTR	Dollar Tree, Inc.	8,575	$1,037,146
6	BJ	BJ's Wholesale Club Holdings, Inc.	5,339	$465,667

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,683,925	59,014	-13.3%	Shares	Sole	2026-07-30
2026-03-31	$8,459,988	68,072	+2.0%	Shares	Sole	2026-05-04
2025-12-31	$7,432,940	66,717	-0.9%	Shares	Sole	2026-01-28
2025-09-30	$6,939,029	67,330	+19.1%	Shares	Sole	2025-10-30
2025-06-30	$5,525,743	56,512	+9.9%	Shares	Sole	2025-07-29
2025-03-31	$4,515,566	51,436	+28.0%	Shares	Sole	2025-05-09
2024-12-31	$3,631,889	40,198	+6.6%	Shares	Sole	2025-01-24
2024-09-30	$3,045,324	37,713	+2.2%	Shares	Sole	2024-10-29
2024-06-30	$2,497,483	36,885	-2.0%	Shares	Sole	2024-07-31
2024-03-31	$2,265,039	37,644	+241.2%	Shares	Sole	2024-04-25
2023-12-31	$1,739,352	11,033	-3.4%	Shares	Sole	2024-02-23
2023-09-30	$1,826,080	11,418	+17.5%	Shares	Sole	2023-10-26
2023-06-30	$1,527,788	9,720	-1.6%	Shares	Sole	2023-08-08
2023-03-31	$1,456,216	9,876	+8.5%	Shares	Sole	2023-04-26
2022-12-31	$1,290,855	9,104	+2.2%	Shares	Sole	2023-02-09
2022-09-30	$1,155,755	8,911	+52.0%	Shares	Sole	2022-11-09
2022-06-30	$712,824	5,863	+0.4%	Shares	Sole	2022-08-04
2022-03-31	$869,692	5,840	+4.5%	Shares	Sole	2022-05-20
2021-12-31	$808,672	5,589	-0.8%	Shares	Sole	2022-02-15
2021-09-30	$785,545	5,636	+7.8%	Shares	Sole	2021-11-12
2021-06-30	$737,112	5,227	-17.4%	Shares	Sole	2021-08-02
2021-03-31	$859,940	6,331	-2.8%	Shares	Sole	2021-04-28
2020-12-31	$938,848	6,513	+31.8%	Shares	Sole	2021-01-27
2020-09-30	$691,575	4,943	-3.0%	Shares	Sole	2020-11-06
2020-06-30	$610,279	5,095	+26.8%	Shares	Sole	2020-07-31
2020-03-31	$456,638	4,019	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.