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Consolidated Planning Corp’s Walmart Inc WMT Stock Holding History

Consolidated Planning Corp’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 		$323K Buy
2,854
+647
+29% +$80.3K 0.04% 122
2026
Q1 		$274K Sell
2,207
-113,108
-98% -$13.9M 0.04% 124
2025
Q4 		$12.8M Sell
115,315
-4,142
-3% -$445K 1.3% 18
2025
Q3 		$12.3M Buy
119,457
+6,715
+6% +$668K 1.3% 19
2025
Q2 		$11M Buy
112,742
+1,081
+1% +$103K 1.38% 18
2025
Q1 		$9.8M Buy
111,661
+6,358
+6% +$596K 1.35% 19
2024
Q4 		$9.51M Buy
105,303
+1,757
+2% +$152K 1.29% 20
2024
Q3 		$8.36M Sell
103,546
-2,319
-2% -$170K 1.24% 19
2024
Q2 		$7.17M Buy
105,865
+5,814
+6% +$366K 1.18% 24
2024
Q1 		$6.02M Buy
100,051
+3,439
+4% +$197K 1.03% 29
2023
Q4 		$5.08M Buy
96,612
+1,719
+2% +$91K 0.95% 29
2023
Q3 		$5.06M Buy
94,893
+3,579
+4% +$190K 1.12% 25
2023
Q2 		$4.78M Buy
91,314
+6,957
+8% +$351K 1.01% 29
2023
Q1 		$4.15M Buy
84,357
+72,009
+583% +$3.42M 1.07% 28
2022
Q4 		$584K Sell
12,348
-300
-2% -$14.2K 0.16% 83
2022
Q3 		$547K Sell
12,648
-60
-0.5% -$2.63K 0.17% 76
2022
Q2 		$515K Buy
12,708
+501
+4% +$23.1K 0.16% 80
2022
Q1 		$606K Hold
12,207
– – 0.42% 26
2021
Q4 		$589K Hold
12,207
– – 0.38% 30
2021
Q3 		$567K Sell
12,207
-6
-0% -$289 0.37% 29
2021
Q2 		$574K Buy
12,213
+45
+0.4% +$2.1K 0.43% 27
2021
Q1 		$550K Hold
12,168
– – 0.35% 29
2020
Q4 		$584K Hold
12,168
– – 0.38% 28
2020
Q3 		$567K Sell
12,168
-390
-3% -$17.3K 0.42% 24
2020
Q2 		$501K Buy
12,558
+324
+3% +$13.3K 0.49% 25
2020
Q1 		$463K Buy
12,234
+339
+3% +$13K 0.58% 25
2019
Q4 		$471K Buy
+11,895
New +$472K 0.47% 21

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

Consolidated Planning Corp's WMT Position: Q2 2026 in Review

Consolidated Planning Corp increased its Walmart Inc (WMT) stake by 29% in Q2 2026, buying an estimated $80.3K and bringing the position to 2,854 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #122.

Consolidated Planning Corp first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.8M in Q4 2025. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Consolidated Planning Corp held 2,854 shares of Walmart Inc worth $323K as of Q2 2026.
  • Consolidated Planning Corp bought 647 Walmart Inc shares in Q2 2026, an estimated $80.3K.
  • Walmart Inc made up 0.04% of Consolidated Planning Corp's portfolio in Q2 2026, its #122 holding.
  • Consolidated Planning Corp first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Consolidated Planning Corp's Walmart Inc position peaked at $12.8M in Q4 2025.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.