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Asset Planning Services Inc’s Walmart Inc WMT Stock Holding History

Asset Planning Services 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
Q1 		$11.5M Sell
92,830
-45
-0% -$5.53K 5.06% 4
2025
Q4 		$10.3M Sell
92,875
-6,760
-7% -$726K 4.57% 6
2025
Q3 		$10.3M Buy
99,635
+775
+0.8% +$77.2K 4.33% 4
2025
Q2 		$9.67M Sell
98,860
-270
-0.3% -$25.7K 4.44% 4
2025
Q1 		$8.7M Sell
99,130
-574
-0.6% -$53.8K 4.42% 4
2024
Q4 		$9.01M Buy
99,704
+154
+0.2% +$13.4K 4.39% 5
2024
Q3 		$8.04M Buy
99,550
+555
+0.6% +$40.8K 3.97% 6
2024
Q2 		$6.7M Buy
98,995
+150
+0.2% +$9.45K 3.54% 8
2024
Q1 		$5.95M Sell
98,845
-275
-0.3% -$15.7K 3.32% 11
2023
Q4 		$5.21M Sell
99,120
-750
-0.8% -$39.7K 3.17% 16
2023
Q3 		$5.32M Buy
99,870
+2,445
+3% +$130K 3.5% 13
2023
Q2 		$5.1M Sell
97,425
-1,440
-1% -$72.6K 3.14% 17
2023
Q1 		$4.86M Buy
98,865
+1,305
+1% +$61.9K 3.08% 19
2022
Q4 		$4.61M Sell
97,560
-60
-0.1% -$2.85K 2.92% 19
2022
Q3 		$4.22M Sell
97,620
-300
-0.3% -$13.1K 2.96% 20
2022
Q2 		$3.97M Buy
97,920
+4,350
+5% +$201K 2.6% 23
2022
Q1 		$4.64M Buy
93,570
+3,375
+4% +$158K 2.66% 22
2021
Q4 		$4.35M Sell
90,195
-3,000
-3% -$143K 2.34% 23
2021
Q3 		$4.33M Buy
93,195
+1,275
+1% +$61.4K 2.56% 23
2021
Q2 		$4.32M Buy
91,920
+6,540
+8% +$305K 2.5% 25
2021
Q1 		$3.87M Buy
85,380
+4,200
+5% +$195K 2.34% 26
2020
Q4 		$3.9M Buy
81,180
+1,725
+2% +$83.8K 2.5% 24
2020
Q3 		$3.71M Buy
79,455
+8,325
+12% +$370K 2.54% 24
2020
Q2 		$2.84M Buy
+71,130
New +$2.93M 2.05% 25

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Planning Services Inc's WMT Position: Q1 2026 in Review

Asset Planning Services Inc reduced its Walmart Inc (WMT) stake by 0.05% in Q1 2026, selling an estimated $5.53K and leaving 92,830 shares worth $11.5M. The position accounts for 5.06% of the portfolio, ranked #4.

Asset Planning Services Inc first reported a position in WMT in Q2 2020 and has held it in 24 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Asset Planning Services Inc held 92,830 shares of Walmart Inc worth $11.5M as of Q1 2026.
  • Asset Planning Services Inc sold 45 Walmart Inc shares in Q1 2026, an estimated $5.53K.
  • Walmart Inc made up 5.06% of Asset Planning Services Inc's portfolio in Q1 2026, its #4 holding.
  • Asset Planning Services Inc first reported a position in Walmart Inc in Q2 2020 and has held it in 24 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.