CX Institutional

Position in WMT — Walmart Inc.

CIK 1737089 AUBURN, IN

Position in WMT

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$5,781,469

-$2,663,108 QoQ

Shares Held

51,046

-24.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,228

of 4,373 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CX Institutional holds $13,175,082 across 8 Discount Stores names. WMT ranks #2 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	6,886	$6,441,646
2	WMT	Walmart Inc. This page	51,046	$5,781,469
3	DG	Dollar General Corp	3,112	$358,222
4	DLTR	Dollar Tree, Inc.	2,798	$338,418
5	TGT	Target Corp	1,918	$250,509
6	BJ	BJ's Wholesale Club Holdings, Inc.	29	$2,529
7	PSMT	Pricesmart Inc	7	$1,367
8	OLLI	Ollie's Bargain Outlet Holdings, Inc.	12	$922

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,781,469	51,046	-24.9%	Shares	Sole	2026-07-02
2026-03-31	$8,444,577	67,948	+38.8%	Shares	Sole	2026-04-06
2025-12-31	$5,452,962	48,945	-32.8%	Shares	Sole	2026-02-02
2025-09-30	$7,506,993	72,841	-0.8%	Shares	Sole	2025-10-23
2025-06-30	$7,181,354	73,444	-1.6%	Shares	Sole	2025-07-16
2025-03-31	$6,553,611	74,651	-10.2%	Shares	Sole	2025-04-15
2024-12-31	$7,509,530	83,116	+8.4%	Shares	Sole	2025-01-21
2024-09-30	$6,190,698	76,665	-7.3%	Shares	Sole	2024-10-11
2024-06-30	$5,601,648	82,730	-0.8%	Shares	Sole	2024-07-11
2024-03-31	$5,017,335	83,386	+213.8%	Shares	Sole	2024-04-15
2023-12-31	$4,188,760	26,570	+1.6%	Shares	Sole	2024-01-12
2023-09-30	$4,180,890	26,142	+0.4%	Shares	Sole	2023-10-18
2023-06-30	$4,091,235	26,029	+5.9%	Shares	Sole	2023-07-26
2023-03-31	$3,625,648	24,589	+9.6%	Shares	Sole	2023-05-04
2022-12-31	$3,180,631	22,432	+1.9%	Shares	Sole	2023-02-03
2022-09-30	$2,854,565	22,009	-35.1%	Shares	Sole	2022-11-04
2022-06-30	$4,120,592	33,892	-4.1%	Shares	Sole	2022-08-02
2022-03-31	$5,261,194	35,329	-10.4%	Shares	Sole	2022-05-09
2021-12-31	$5,705,705	39,434	+26.6%	Shares	Sole	2022-01-18
2021-09-30	$4,340,850	31,144	-0.3%	Shares	Sole	2021-11-10
2021-06-30	$4,407,160	31,252	-0.2%	Shares	Sole	2021-08-04
2021-03-31	$4,253,383	31,314	-11.3%	Shares	Sole	2021-04-15
2020-12-31	$5,089,648	35,308	-9.5%	Shares	Sole	2021-01-12
2020-09-30	$5,458,452	39,014	+24.6%	Shares	Sole	2020-10-13
2020-06-30	$3,750,075	31,308	+8.7%	Shares	Sole	2020-08-06
2020-03-31	$3,272,139	28,799	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.