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Financial Planning Hawaii’s Walmart Inc WMT Stock Holding History

Financial Planning Hawaii’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 		$1.23M Buy
10,853
+2
+0% +$248 0.66% 41
2026
Q1 		$1.35M Sell
10,851
-38
-0.3% -$4.67K 0.8% 37
2025
Q4 		$1.21M Buy
+10,889
New +$1.17M 0.7% 38

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Financial Planning Hawaii's WMT Position: Q2 2026 in Review

Financial Planning Hawaii increased its Walmart Inc (WMT) stake by 0.02% in Q2 2026, buying an estimated $248 and bringing the position to 10,853 shares worth $1.23M. The position accounts for 0.66% of the portfolio, ranked #41.

Financial Planning Hawaii first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q1 2026. 2,826 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Financial Planning Hawaii held 10,853 shares of Walmart Inc worth $1.23M as of Q2 2026.
  • Financial Planning Hawaii bought 2 Walmart Inc shares in Q2 2026, an estimated $248.
  • Walmart Inc made up 0.66% of Financial Planning Hawaii's portfolio in Q2 2026, its #41 holding.
  • Financial Planning Hawaii first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Walmart Inc position peaked at $1.35M in Q1 2026.
  • 2,826 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.