Estate Planners Group’s Walmart Inc WMT Stock Holding History

Estate Planners Group’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	–	Sell	-1,164	Closed	-$130K	–	421
2025 Q4	$130K	Buy	+1,164	New	+$125K	0.06%	88

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

Estate Planners Group's WMT Position: Q1 2026 in Review

Estate Planners Group sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 1,164 shares — an estimated $130K sold.

Estate Planners Group first reported a position in WMT in Q4 2025 and held it in 1 quarter. The position peaked at $130K in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Estate Planners Group reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 1,164 Walmart Inc shares in Q1 2026, an estimated $130K.
Estate Planners Group first reported a position in Walmart Inc in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Walmart Inc position peaked at $130K in Q4 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.