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Elser Financial Planning’s Walmart Inc WMT Stock Holding History

Elser 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 		$287K Sell
2,534
-2,899
-53% -$360K 0.01% 103
2026
Q1 		$679K Hold
5,433
– – 0.03% 62
2025
Q4 		$605K Buy
5,433
+3,040
+127% +$326K 0.44% 34
2025
Q3 		$243K Sell
2,393
-1
-0% -$100 0.29% 60
2025
Q2 		$234K Buy
2,394
+5
+0.2% +$476 0.29% 63
2025
Q1 		$210K Buy
2,389
+4
+0.2% +$375 0.29% 64
2024
Q4 		$215K Buy
+2,385
New +$207K 0.01% 106

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 $3.37T AUM 44.26% 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

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

Elser Financial Planning reduced its Walmart Inc (WMT) stake by 53% in Q2 2026, selling an estimated $360K and leaving 2,534 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #103.

Elser Financial Planning first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $679K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Elser Financial Planning held 2,534 shares of Walmart Inc worth $287K as of Q2 2026.
  • Elser Financial Planning sold 2,899 Walmart Inc shares in Q2 2026, an estimated $360K.
  • Walmart Inc made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #103 holding.
  • Elser Financial Planning first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Elser Financial Planning's Walmart Inc position peaked at $679K in Q1 2026.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.