Cornerstone Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1775446 ASHEVILLE, NC

Position in WMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$35,771,472

-$7,908,722 QoQ

Shares Held

315,835

-10.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#427

of 4,382 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Cornerstone Advisors, LLC holds $73,367,182 across 3 Discount Stores names. WMT ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	315,835	$35,771,472
2	COST	Costco Wholesale Corp /New	34,287	$32,074,459
3	DG	Dollar General Corp	47,965	$5,521,251

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,771,472	315,835	-10.1%	Shares	Sole	2026-08-07
2026-03-31	$43,680,194	351,466	+1.5%	Shares	Sole	2026-05-08
2025-12-31	$38,592,089	346,397	+7.3%	Shares	Sole	2026-02-13
2025-09-30	$33,278,074	322,900	0.0%	Shares	Sole	2025-11-07
2025-06-30	$31,573,162	322,900	+1.4%	Shares	Sole	2025-08-08
2025-03-31	$27,952,336	318,400	-11.7%	Shares	Sole	2025-05-09
2024-12-31	$32,571,175	360,500	-3.3%	Shares	Sole	2025-02-07
2024-09-30	$30,103,600	372,800	0.0%	Shares	Sole	2024-11-08
2024-06-30	$25,242,288	372,800	-0.1%	Shares	Sole	2024-08-09
2024-03-31	$22,443,410	373,000	+163.2%	Shares	Sole	2024-05-10
2023-12-31	$22,339,005	141,700	-10.1%	Shares	Sole	2024-02-09
2023-09-30	$25,204,968	157,600	+2.9%	Shares	Sole	2023-11-09
2023-06-30	$24,079,960	153,200	-7.4%	Shares	Sole	2023-08-11
2023-03-31	$24,388,230	165,400	+93.7%	Shares	Sole	2023-05-15
2022-12-31	$12,108,857	85,400	-43.4%	Shares	Sole	2023-02-14
2022-06-30	$18,358,595	151,000	+308.1%	Shares	Sole	2022-08-12
2021-12-31	$5,353,530	37,000	-69.2%	Shares	Sole	2022-05-11
2021-06-30	$16,922,412	120,000	+160.9%	Shares	Sole	2021-08-13
2021-03-31	$6,248,184	46,000	-42.5%	Shares	Sole	2021-05-13
2020-12-31	$11,532,000	80,000	+9.6%	Shares	Sole	2021-02-11
2020-09-30	$10,213,437	73,000	-41.1%	Shares	Sole	2020-11-13
2020-03-31	$14,088,867	124,000	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.