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Asset Planning Inc’s Walmart Inc WMT Stock Holding History

Asset Planning Inc’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$444K Buy
3,923
+192
+5% +$23.8K 0.29% 49
2026
Q1 		$464K Buy
3,731
+7
+0.2% +$859 0.33% 48
2025
Q4 		$415K Hold
3,724
– – 0.29% 53
2025
Q3 		$384K Buy
3,724
+7
+0.2% +$697 0.28% 56
2025
Q2 		$363K Buy
3,717
+215
+6% +$20.5K 0.27% 61
2025
Q1 		$307K Buy
3,502
+7
+0.2% +$657 0.24% 61
2024
Q4 		$316K Buy
+3,495
New +$303K 0.24% 63

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Planning Inc's WMT Position: Q2 2026 in Review

Asset Planning Inc increased its Walmart Inc (WMT) stake by 5.1% in Q2 2026, buying an estimated $23.8K and bringing the position to 3,923 shares worth $444K. The position accounts for 0.29% of the portfolio, ranked #49.

Asset Planning Inc first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $464K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Asset Planning Inc held 3,923 shares of Walmart Inc worth $444K as of Q2 2026.
  • Asset Planning Inc bought 192 Walmart Inc shares in Q2 2026, an estimated $23.8K.
  • Walmart Inc made up 0.29% of Asset Planning Inc's portfolio in Q2 2026, its #49 holding.
  • Asset Planning Inc first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Walmart Inc position peaked at $464K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.