Cornerstone Planning’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.82M Buy
51,407
+884
+2% +$110K 1.35% 23
2026
Q1
$6.28M Sell
50,523
-3,043
-6% -$374K 1.42% 21
2025
Q4
$5.99M Buy
+53,566
New +$5.75M 1.39% 22
2024
Q4
$2.5M Buy
+27,680
New +$2.4M 0.96% 24

Other funds holding WMT

Cornerstone Planning's WMT Position: Q2 2026 in Review

Cornerstone Planning increased its Walmart Inc (WMT) stake by 1.7% in Q2 2026, buying an estimated $110K and bringing the position to 51,407 shares worth $5.82M. The position accounts for 1.35% of the portfolio, ranked #23.

Cornerstone Planning first reported a position in WMT in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.28M in Q1 2026. 4,371 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cornerstone Planning held 51,407 shares of Walmart Inc worth $5.82M as of Q2 2026.
  • Cornerstone Planning bought 884 Walmart Inc shares in Q2 2026, an estimated $110K.
  • Walmart Inc made up 1.35% of Cornerstone Planning's portfolio in Q2 2026, its #23 holding.
  • Cornerstone Planning first reported a position in Walmart Inc in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Walmart Inc position peaked at $6.28M in Q1 2026.
  • 4,371 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.