Financial Life Planners’s Walmart Inc WMT Stock Holding History

Financial Life Planners’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	$150K	Buy	1,328 +6	+0.5%	+$745	0.1%	75
2026 Q1	$164K	Buy	+1,322	New	+$162K	0.13%	60
2025 Q4	–	Sell	-1,320	Closed	-$136K	–	333
2025 Q3	$136K	Buy	+1,320	New	+$131K	0.09%	76
2025 Q2	–	Sell	-1,311	Closed	-$115K	–	84
2025 Q1	$115K	Buy	1,311 +4	+0.3%	+$375	0.11%	72
2024 Q4	$118K	Buy	+1,307	New	+$113K	0.1%	68

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Life Planners's WMT Position: Q2 2026 in Review

Financial Life Planners increased its Walmart Inc (WMT) stake by 0.45% in Q2 2026, buying an estimated $745 and bringing the position to 1,328 shares worth $150K. The position accounts for 0.1% of the portfolio, ranked #75.

Financial Life Planners first reported a position in WMT in Q4 2024 and has held it in 5 quarters since. The position peaked at $164K in Q1 2026. 2,135 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Financial Life Planners held 1,328 shares of Walmart Inc worth $150K as of Q2 2026.
Financial Life Planners bought 6 Walmart Inc shares in Q2 2026, an estimated $745.
Walmart Inc made up 0.1% of Financial Life Planners's portfolio in Q2 2026, its #75 holding.
Financial Life Planners first reported a position in Walmart Inc in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's Walmart Inc position peaked at $164K in Q1 2026.
2,135 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.