Position in WMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$396,070
-$41,022 QoQ
Shares Held
3,497
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,570
of 4,382 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Crescent Grove Advisors, LLC holds $1,382,055 across 2 Discount Stores names. WMT ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
1,054 | $985,985 | |
| 2 | WMT |
Walmart Inc.
This page
|
3,497 | $396,070 |
All Filings in WMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,070 | 3,497 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $437,092 | 3,517 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $391,717 | 3,516 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $502,520 | 4,876 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $343,696 | 3,515 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $225,444 | 2,568 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $231,928 | 2,567 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $285,855 | 3,540 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $239,625 | 3,539 | Shares | Sole | 2024-07-22 | |
| 2021-12-31 | $318,462 | 2,201 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $401,135 | 2,878 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $389,356 | 2,761 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $434,792 | 3,201 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $261,776 | 1,816 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $254,076 | 1,816 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||