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Center for Financial Planning’s Walmart Inc WMT Stock Holding History

Center for Financial Planning’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 		$1.34M Sell
11,807
-868
-7% -$108K 0.13% 58
2026
Q1 		$1.58M Sell
12,675
-164
-1% -$20.1K 0.16% 53
2025
Q4 		$1.43M Sell
12,839
-263
-2% -$28.2K 0.15% 54
2025
Q3 		$1.35M Buy
13,102
+1,816
+16% +$181K 0.14% 56
2025
Q2 		$1.1M Buy
11,286
+401
+4% +$38.2K 0.13% 59
2025
Q1 		$956K Buy
10,885
+771
+8% +$72.3K 0.12% 60
2024
Q4 		$914K Sell
10,114
-20
-0.2% -$1.74K 0.12% 58
2024
Q3 		$818K Buy
10,134
+16
+0.2% +$1.18K 0.11% 61
2024
Q2 		$685K Buy
10,118
+344
+4% +$21.7K 0.1% 73
2024
Q1 		$588K Buy
9,774
+102
+1% +$5.84K 0.09% 79
2023
Q4 		$508K Buy
9,672
+120
+1% +$6.35K 0.09% 80
2023
Q3 		$509K Buy
9,552
+297
+3% +$15.8K 0.11% 77
2023
Q2 		$485K Buy
9,255
+225
+2% +$11.4K 0.1% 80
2023
Q1 		$444K Buy
9,030
+498
+6% +$23.6K 0.1% 84
2022
Q4 		$403K Buy
8,532
+786
+10% +$37.3K 0.1% 86
2022
Q3 		$335K Buy
7,746
+24
+0.3% +$1.05K 0.09% 88
2022
Q2 		$313K Buy
7,722
+405
+6% +$18.7K 0.08% 98
2022
Q1 		$363K Buy
7,317
+294
+4% +$13.8K 0.07% 98
2021
Q4 		$339K Buy
7,023
+453
+7% +$21.6K 0.07% 100
2021
Q3 		$305K Buy
6,570
+354
+6% +$17.1K 0.07% 99
2021
Q2 		$292K Buy
6,216
+30
+0.5% +$1.4K 0.07% 107
2021
Q1 		$280K Buy
6,186
+594
+11% +$27.5K 0.07% 103
2020
Q4 		$269K Sell
5,592
-105
-2% -$5.1K 0.08% 99
2020
Q3 		$266K Sell
5,697
-75
-1% -$3.33K 0.09% 94
2020
Q2 		$230K Sell
5,772
-939
-14% -$38.6K 0.08% 98
2020
Q1 		$254K Buy
6,711
+855
+15% +$32.9K 0.09% 95
2019
Q4 		$232K Buy
+5,856
New +$233K 0.06% 104

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Center for Financial Planning's WMT Position: Q2 2026 in Review

Center for Financial Planning reduced its Walmart Inc (WMT) stake by 6.8% in Q2 2026, selling an estimated $108K and leaving 11,807 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #58.

Center for Financial Planning first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.58M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Center for Financial Planning held 11,807 shares of Walmart Inc worth $1.34M as of Q2 2026.
  • Center for Financial Planning sold 868 Walmart Inc shares in Q2 2026, an estimated $108K.
  • Walmart Inc made up 0.13% of Center for Financial Planning's portfolio in Q2 2026, its #58 holding.
  • Center for Financial Planning first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Walmart Inc position peaked at $1.58M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.