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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essential Planning's WMT Position: Q1 2026 in Review

Essential Planning reduced its Walmart Inc (WMT) stake by 2.1% in Q1 2026, selling an estimated $23K and leaving 8,661 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #33.

Essential Planning first reported a position in WMT in Q3 2022 and has held it in 15 quarters since. The position peaked at $49.8M in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Essential Planning held 8,661 shares of Walmart Inc worth $1.08M as of Q1 2026.
Essential Planning sold 187 Walmart Inc shares in Q1 2026, an estimated $23K.
Walmart Inc made up 0.34% of Essential Planning's portfolio in Q1 2026, its #33 holding.
Essential Planning first reported a position in Walmart Inc in Q3 2022 and has held it in 15 quarters since.
Essential Planning's Walmart Inc position peaked at $49.8M in Q4 2024.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.