Essential Planning’s Walmart Inc WMT Stock Holding History

Essential 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	$990K	Buy	8,738 +77	+0.9%	+$9.56K	0.28%	37
2026 Q1	$1.08M	Sell	8,661 -187	-2%	-$23K	0.34%	33
2025 Q4	$986K	Hold	8,848	–	–	0.31%	36
2025 Q3	$912K	Hold	8,848	–	–	0.31%	37
2025 Q2	$865K	Hold	8,848	–	–	0.32%	34
2025 Q1	$777K	Sell	8,848 -565,898	-98%	-$53.1M	0.31%	35
2024 Q4	$49.8M	Buy	574,746 +566,085	+6,536%	+$49.1M	0.32%	27
2024 Q3	$699K	Hold	8,661	–	–	0.29%	33
2024 Q2	$586K	Buy	8,661 +5,774	+200%	+$364K	0.26%	38
2024 Q1	$455K	Sell	2,887 -5,774	-67%	-$330K	0.23%	41
2023 Q4	$455K	Hold	8,661	–	–	0.23%	41
2023 Q3	$462K	Hold	8,661	–	–	0.26%	36
2023 Q2	$454K	Hold	8,661	–	–	0.26%	30
2023 Q1	$426K	Sell	8,661 -117	-1%	-$5.55K	0.26%	32
2022 Q4	$380K	Hold	8,778	–	–	0.29%	29
2022 Q3	$380K	Buy	+8,778	New	+$385K	2.19%	9

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Essential Planning's WMT Position: Q2 2026 in Review

Essential Planning increased its Walmart Inc (WMT) stake by 0.89% in Q2 2026, buying an estimated $9.56K and bringing the position to 8,738 shares worth $990K. The position accounts for 0.28% of the portfolio, ranked #37.

Essential Planning first reported a position in WMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $49.8M in Q4 2024. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Essential Planning held 8,738 shares of Walmart Inc worth $990K as of Q2 2026.
Essential Planning bought 77 Walmart Inc shares in Q2 2026, an estimated $9.56K.
Walmart Inc made up 0.28% of Essential Planning's portfolio in Q2 2026, its #37 holding.
Essential Planning first reported a position in Walmart Inc in Q3 2022 and has held it in 16 quarters since.
Essential Planning's Walmart Inc position peaked at $49.8M in Q4 2024.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.