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BFC Planning, Inc.’s Walmart Inc WMT Stock Holding History

BFC Planning, Inc.’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 		$9.36M Sell
82,685
-13,467
-14% -$1.67M 0.38% 48
2026
Q1 		$11.9M Sell
96,152
-11,746
-11% -$1.44M 0.53% 28
2025
Q4 		$12M Buy
107,898
+66,572
+161% +$7.15M 0.53% 30
2025
Q3 		$4.26M Buy
41,326
+2,324
+6% +$231K 0.31% 59
2025
Q2 		$3.81M Sell
39,002
-3,184
-8% -$303K 0.3% 66
2025
Q1 		$3.7M Sell
42,186
-660
-2% -$61.9K 0.33% 65
2024
Q4 		$3.87M Buy
+42,846
New +$3.72M 0.32% 64

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BFC Planning, Inc.'s WMT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Walmart Inc (WMT) stake by 14% in Q2 2026, selling an estimated $1.67M and leaving 82,685 shares worth $9.36M. The position accounts for 0.38% of the portfolio, ranked #48.

BFC Planning, Inc. first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $12M in Q4 2025. 4,433 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • BFC Planning, Inc. held 82,685 shares of Walmart Inc worth $9.36M as of Q2 2026.
  • BFC Planning, Inc. sold 13,467 Walmart Inc shares in Q2 2026, an estimated $1.67M.
  • Walmart Inc made up 0.38% of BFC Planning, Inc.'s portfolio in Q2 2026, its #48 holding.
  • BFC Planning, Inc. first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Walmart Inc position peaked at $12M in Q4 2025.
  • 4,433 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.