EFP
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Envision Financial Planning’s Walmart Inc WMT Stock Holding History

Envision 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 		– Sell
-1,776
Closed -$221K – 56
2026
Q1 		$221K Buy
+1,776
New +$218K 0.08% 46
2025
Q1 		– Sell
-2,359
Closed -$213K – 48
2024
Q4 		$213K Buy
+2,359
New +$205K 0.11% 43

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

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

Envision Financial Planning sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,776 shares — an estimated $221K sold.

Envision Financial Planning first reported a position in WMT in Q4 2024 and held it in 2 quarters. The position peaked at $221K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Envision Financial Planning reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Envision Financial Planning sold 1,776 Walmart Inc shares in Q2 2026, an estimated $221K.
  • Envision Financial Planning first reported a position in Walmart Inc in Q4 2024 and held it in 2 quarters.
  • Envision Financial Planning's Walmart Inc position peaked at $221K in Q1 2026.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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