Strategic Wealth Partners, Ltd.

Position in WMT — Walmart Inc.

CIK 1720777 INDEPENDENCE, OH

Position in WMT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$14,287,182

+$10,869,980 QoQ

Shares Held

126,145

+358.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#742

of 4,382 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $16,751,575 across 5 Discount Stores names. WMT ranks #1 (85.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	126,145	$14,287,182
2	COST	Costco Wholesale Corp /New	1,864	$1,743,716
3	TGT	Target Corp	2,921	$381,511
4	DG	Dollar General Corp	2,937	$338,078
5	DLTR	Dollar Tree, Inc.	9	$1,088

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,287,182	126,145	+358.8%	Shares	Sole	2026-08-12
2026-03-31	$3,417,202	27,496	+6.1%	Shares	Sole	2026-05-12
2025-12-31	$2,888,304	25,925	+114.2%	Shares	Sole	2026-05-12
2025-09-30	$1,247,438	12,104	-52.0%	Shares	Sole	2025-11-14
2025-06-30	$2,467,478	25,235	+15.5%	Shares	Sole	2025-08-11
2024-12-31	$1,974,599	21,855	+7.4%	Shares	Sole	2025-02-14
2024-09-30	$1,643,020	20,347	-0.3%	Shares	Sole	2024-10-08
2024-06-30	$1,381,148	20,398	-3.6%	Shares	Sole	2024-10-08
2024-03-31	$1,272,836	21,154	+54.9%	Shares	Sole	2024-05-20
2023-12-31	$2,153,026	13,657	-7.2%	Shares	Sole	2024-05-20
2023-09-30	$2,354,169	14,720	-56.3%	Shares	Sole	2024-05-20
2023-06-30	$5,296,648	33,698	-12.8%	Shares	Sole	2024-05-20
2023-03-31	$5,699,384	38,653	+4.4%	Shares	Sole	2023-04-24
2022-12-31	$5,247,927	37,012	+12.0%	Shares	Sole	2023-04-24
2022-09-30	$4,286,711	33,051	+0.5%	Shares	Sole	2023-04-24
2022-06-30	$3,999,863	32,899	+3.9%	Shares	Sole	2022-08-22
2022-03-31	$4,714,509	31,658	+22.1%	Shares	Sole	2022-05-19
2021-12-31	$3,751,377	25,927	+11.7%	Shares	Sole	2022-02-11
2021-09-30	$3,235,009	23,210	+20.9%	Shares	Sole	2021-11-12
2021-06-30	$2,708,150	19,204	+0.4%	Shares	Sole	2021-08-25
2021-03-31	$2,597,750	19,125	+39.5%	Shares	Sole	2021-05-24
2020-12-31	$1,975,864	13,707	+5.2%	Shares	Sole	2021-02-18
2020-09-30	$1,822,189	13,024	-4.9%	Shares	Sole	2020-11-10
2020-06-30	$1,639,789	13,690	+13.5%	Shares	Sole	2020-08-11
2020-03-31	$1,369,915	12,057	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.