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Cornerstone Planning Group’s Walmart Inc WMT Stock Holding History

Cornerstone Planning Group’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 		$276K Sell
2,528
-230
-8% -$28.6K 0.03% 140
2026
Q1 		$361K Buy
2,758
+419
+18% +$51.4K 0.05% 117
2025
Q4 		$273K Buy
2,339
+2,313
+8,896% +$248K 0.04% 121
2025
Q3 		$713 Sell
26
-2,858
-99% -$285K ﹤0.01% 1400
2025
Q2 		$286K Sell
2,884
-791
-22% -$75.4K 0.06% 70
2025
Q1 		$349K Buy
3,675
+1,344
+58% +$126K 0.08% 60
2024
Q4 		$227K Buy
2,331
+46
+2% +$3.99K 0.06% 67
2024
Q3 		$187K Sell
2,285
-84
-4% -$6.17K 0.05% 73
2024
Q2 		$160K Buy
2,369
+37
+2% +$2.33K 0.05% 91
2024
Q1 		$139K Sell
2,332
-347
-13% -$19.9K 0.04% 92
2023
Q4 		$141K Buy
2,679
+240
+10% +$12.7K 0.05% 101
2023
Q3 		$130K Buy
2,439
+480
+25% +$25.5K 0.05% 97
2023
Q2 		$103K Buy
+1,959
New +$98.8K 0.04% 132
2022
Q4 		$140K Buy
+3,027
New +$144K 0.06% 125

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Cornerstone Planning Group's WMT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Walmart Inc (WMT) stake by 8.3% in Q2 2026, selling an estimated $28.6K and leaving 2,528 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #140.

Cornerstone Planning Group first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $361K in Q1 2026. 2,183 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cornerstone Planning Group held 2,528 shares of Walmart Inc worth $276K as of Q2 2026.
  • Cornerstone Planning Group sold 230 Walmart Inc shares in Q2 2026, an estimated $28.6K.
  • Walmart Inc made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #140 holding.
  • Cornerstone Planning Group first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Walmart Inc position peaked at $361K in Q1 2026.
  • 2,183 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.