HUB Investment Partners, LLC

Position in WMT — Walmart Inc.

CIK 1841815 AUSTIN, TX

Position in WMT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$28,547,636

-$11,342,764 QoQ

Shares Held

252,054

-21.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#478

of 4,378 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

HUB Investment Partners, LLC holds $43,614,559 across 6 Discount Stores names. WMT ranks #1 (65.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	252,054	$28,547,636
2	COST	Costco Wholesale Corp /New	13,287	$12,429,589
3	TGT	Target Corp	8,551	$1,116,846
4	DLTR	Dollar Tree, Inc.	6,177	$747,108
5	DG	Dollar General Corp	4,762	$548,153
6	PSMT	Pricesmart Inc	1,153	$225,227

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,547,636	252,054	-21.5%	Shares	Sole	2026-07-31
2026-03-31	$39,890,400	320,972	-0.0%	Shares	Sole	2026-05-15
2025-12-31	$35,771,857	321,083	-1.0%	Shares	Sole	2026-02-17
2025-09-30	$33,422,667	324,303	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$31,575,899	322,928	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$28,258,459	321,887	+6.3%	Shares	Sole	2025-05-15
2024-12-31	$27,349,216	302,703	-3.0%	Shares	Sole	2025-02-11
2024-09-30	$25,201,832	312,097	+2.5%	Shares	Sole	2024-11-14
2024-06-30	$20,616,273	304,479	+4.4%	Shares	Sole	2024-08-09
2024-03-31	$17,545,090	291,592	+224.4%	Shares	Sole	2024-05-10
2023-12-31	$14,169,582	89,880	+188.3%	Shares	Sole	2024-02-06
2023-09-30	$4,985,497	31,173	+14.5%	Shares	Sole	2023-11-14
2023-06-30	$4,277,650	27,215	+7.9%	Shares	Sole	2023-08-14
2023-03-31	$3,719,426	25,225	+14.6%	Shares	Sole	2023-04-24
2022-09-30	$2,855,862	22,019	+24.3%	Shares	Sole	2022-11-14
2022-06-30	$2,153,061	17,709	+10.7%	Shares	Sole	2022-08-12
2022-03-31	$2,381,379	15,991	-7.9%	Shares	Sole	2022-05-13
2021-12-31	$2,511,673	17,359	-11.9%	Shares	Sole	2022-02-11
2021-09-30	$2,745,089	19,695	-12.5%	Shares	Sole	2021-11-12
2021-06-30	$3,172,670	22,498	+4.9%	Shares	Sole	2021-08-13
2021-03-31	$2,912,740	21,444	+12.7%	Shares	Sole	2021-05-14
2020-12-31	$2,742,597	19,026	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.