Game Plan Financial Advisors’s Walmart Inc WMT Stock Holding History

Game Plan Financial Advisors’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	$573K	Sell	4,613 -1,001	-18%	-$123K	0.26%	61
2025 Q4	$625K	Sell	5,614 -364	-6%	-$39.1K	0.25%	63
2025 Q3	$616K	Sell	5,978 -836	-12%	-$83.2K	0.26%	60
2025 Q2	$666K	Buy	6,814 +525	+8%	+$50K	0.29%	63
2025 Q1	$552K	Sell	6,289 -100	-2%	-$9.38K	0.27%	63
2024 Q4	$577K	Hold	6,389	–	–	0.27%	60
2024 Q3	$516K	Sell	6,389 -50	-0.8%	-$3.67K	0.25%	61
2024 Q2	$436K	Hold	6,439	–	–	0.21%	69
2024 Q1	$387K	Sell	6,439 -3,116	-33%	-$178K	0.2%	70
2023 Q4	$509K	Buy	+9,555	New	+$506K	0.29%	70
2022 Q2	–	Sell	-9,120	Closed	-$453K	–	115
2022 Q1	$453K	Buy	+9,120	New	+$428K	0.27%	59
2021 Q4	–	Sell	-24,036	Closed	-$1.12M	–	121
2021 Q3	$1.12M	Buy	+24,036	New	+$1.16M	0.67%	51

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

Game Plan Financial Advisors's WMT Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its Walmart Inc (WMT) stake by 18% in Q1 2026, selling an estimated $123K and leaving 4,613 shares worth $573K. The position accounts for 0.26% of the portfolio, ranked #61.

Game Plan Financial Advisors first reported a position in WMT in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.12M in Q3 2021. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Game Plan Financial Advisors held 4,613 shares of Walmart Inc worth $573K as of Q1 2026.
Game Plan Financial Advisors sold 1,001 Walmart Inc shares in Q1 2026, an estimated $123K.
Walmart Inc made up 0.26% of Game Plan Financial Advisors's portfolio in Q1 2026, its #61 holding.
Game Plan Financial Advisors first reported a position in Walmart Inc in Q3 2021 and has held it in 12 quarters since.
Game Plan Financial Advisors's Walmart Inc position peaked at $1.12M in Q3 2021.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.