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Comprehensive Financial Planning’s Walmart Inc WMT Stock Holding History

Comprehensive 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 		$20.7K Buy
182
+1
+0.6% +$124 0.01% 240
2026
Q1 		$22.6K Hold
181
– – 0.02% 210
2025
Q4 		$20.2K Hold
181
– – 0.01% 214
2025
Q3 		$18.7K Hold
181
– – 0.01% 210
2025
Q2 		$17.7K Buy
181
+1
+0.6% +$95 0.01% 203
2025
Q1 		$15.8K Hold
180
– – 0.02% 194
2024
Q4 		$16.3K Buy
+180
New +$15.6K 0.01% 215

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Comprehensive Financial Planning's WMT Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Walmart Inc (WMT) stake by 0.55% in Q2 2026, buying an estimated $124 and bringing the position to 182 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #240.

Comprehensive Financial Planning first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.6K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Comprehensive Financial Planning held 182 shares of Walmart Inc worth $20.7K as of Q2 2026.
  • Comprehensive Financial Planning bought 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #240 holding.
  • Comprehensive Financial Planning first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Walmart Inc position peaked at $22.6K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.