Cornerstone Planning Group LLC

Position in WMT — Walmart Inc.

CIK 1822587 FAIRFIELD, NJ

Position in WMT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$286,321

-$56,443 QoQ

Shares Held

2,528

-8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#3,904

of 4,406 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $549,492 across 7 Discount Stores names. WMT ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	2,528	$286,321
2	COST	Costco Wholesale Corp /New	188	$175,868
3	PSMT	Pricesmart Inc	195	$38,091
4	TGT	Target Corp	172	$22,464
5	DG	Dollar General Corp	102	$11,741
6	DLTR	Dollar Tree, Inc.	70	$8,466
7	BJ	BJ's Wholesale Club Holdings, Inc.	75	$6,541

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,321	2,528	-8.3%	Shares	Sole	2026-07-29
2026-03-31	$342,764	2,758	+17.9%	Shares	Sole	2026-05-06
2025-12-31	$260,587	2,339	+8896.2%	Shares	Sole	2026-02-02
2025-09-30	$2,679	26	-99.1%	Shares	Sole	2025-11-04
2025-06-30	$281,997	2,884	-21.5%	Shares	Sole	2025-08-11
2025-03-31	$322,628	3,675	+57.7%	Shares	Sole	2025-04-30
2024-12-31	$210,605	2,331	+2.0%	Shares	Sole	2025-01-29
2024-09-30	$184,513	2,285	-3.5%	Shares	Sole	2024-11-05
2024-06-30	$160,404	2,369	+1.6%	Shares	Sole	2024-08-13
2024-03-31	$140,316	2,332	+161.1%	Shares	Sole	2024-05-07
2023-12-31	$140,781	893	+9.8%	Shares	Sole	2024-02-12
2023-09-30	$130,023	813	+24.5%	Shares	Sole	2023-11-08
2023-06-30	$102,638	653	-35.3%	Shares	Sole	2023-08-15
2022-12-31	$143,066	1,009	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.