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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
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 $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

Comprehensive Financial Planning's WMT Position: Q1 2026 in Review

Comprehensive Financial Planning held its Walmart Inc (WMT) position steady in Q1 2026 at 181 shares worth $22.6K. The position accounts for 0.02% of the portfolio, ranked #210.

Comprehensive Financial Planning first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Comprehensive Financial Planning held 181 shares of Walmart Inc worth $22.6K as of Q1 2026.
  • Comprehensive Financial Planning left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.02% of Comprehensive Financial Planning's portfolio in Q1 2026, its #210 holding.
  • Comprehensive Financial Planning first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.