WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in WMT — Walmart Inc.

CIK 1812177 HIGHLAND PARK, IL

Position in WMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$627,686

-$59,209 QoQ

Shares Held

5,542

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#3,098

of 4,382 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $6,060,589 across 3 Discount Stores names. WMT ranks #2 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DG	Dollar General Corp	42,549	$4,897,815
2	WMT	Walmart Inc. This page	5,542	$627,686
3	COST	Costco Wholesale Corp /New	572	$535,088

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,686	5,542	+0.3%	Shares	Sole	2026-07-20
2026-03-31	$686,895	5,527	+15.9%	Shares	Sole	2026-04-30
2025-12-31	$531,202	4,768	0.0%	Shares	Sole	2026-02-12
2025-09-30	$491,390	4,768	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$465,335	4,759	+49.1%	Shares	Sole	2025-08-12
2025-03-31	$280,225	3,192	+0.2%	Shares	Sole	2025-05-08
2024-12-31	$287,945	3,187	0.0%	Shares	Sole	2025-02-12
2024-09-30	$257,350	3,187	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$215,385	3,181	+187.4%	Shares	Sole	2024-08-12
2021-09-30	$154,293	1,107	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$155,545	1,103	+0.6%	Shares	Sole	2021-08-16
2021-03-31	$148,869	1,096	+0.3%	Shares	Sole	2021-05-17
2020-12-31	$157,555	1,093	-2.5%	Shares	Sole	2021-02-19
2020-09-30	$156,839	1,121	+0.3%	Shares	Sole	2020-11-13
2020-06-30	$133,914	1,118	-7.6%	Shares	Sole	2020-08-18
2020-03-31	$137,480	1,210	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.