FWP
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Falcon Wealth Planning’s Walmart Inc WMT Stock Holding History

Falcon Wealth 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 		$1.81M Sell
15,975
-1,084
-6% -$135K 0.11% 64
2026
Q1 		$2.12M Buy
17,059
+4,410
+35% +$541K 0.14% 53
2025
Q4 		$1.41M Buy
12,649
+2,397
+23% +$257K 0.12% 64
2025
Q3 		$1.06M Buy
10,252
+292
+3% +$29.1K 0.1% 73
2025
Q2 		$974K Buy
9,960
+373
+4% +$35.5K 0.1% 71
2025
Q1 		$842K Buy
9,587
+989
+12% +$92.8K 0.09% 70
2024
Q4 		$777K Sell
8,598
-31
-0.4% -$2.69K 0.09% 73
2024
Q3 		$697K Buy
8,629
+193
+2% +$14.2K 0.08% 75
2024
Q2 		$571K Buy
8,436
+747
+10% +$47K 0.07% 74
2024
Q1 		$463K Sell
7,689
-831
-10% -$47.5K 0.07% 83
2023
Q4 		$448K Buy
8,520
+3,582
+73% +$190K 0.08% 80
2023
Q3 		$263K Buy
4,938
+90
+2% +$4.79K 0.06% 89
2023
Q2 		$254K Buy
4,848
+27
+0.6% +$1.36K 0.06% 88
2023
Q1 		$237K Buy
+4,821
New +$229K 0.06% 88

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return