Skip to main content

Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

WMT holding history

Walmart Inc. in every 13F filed by Cornerstone Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
2,528
Value
$276.4K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of WMT by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,528$276.4K<0.1%−230−8.3%ReducedHolders
Q1 20262,758$360.6K<0.1%+419+17.9%AddedHolders
Q4 20252,339$272.6K<0.1%+2,313+8,896.2%AddedHolders
Q3 202526$713<0.1%−2,858−99.1%ReducedHolders
Q2 20252,884$286.5K0.1%−791−21.5%ReducedHolders
Q1 20253,675$349.0K0.1%+1,344+57.7%AddedHolders
Q4 20242,331$227.0K0.1%+46+2.0%AddedHolders
Q3 20242,285$186.7K<0.1%−84−3.5%ReducedHolders
Q2 20242,369$160.1K<0.1%+37+1.6%AddedHolders
Q1 20242,332$139.5K<0.1%−347−13.0%ReducedConverted for a 3-for-1 splitHolders
Q4 2023893$140.8K<0.1%+80+9.8%AddedHolders
Q3 2023813$130.0K<0.1%+160+24.5%AddedHolders
Q2 2023653$102.7K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20221,009$140.2K0.1%–No prior filingHolders