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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
Q2 		$779K Buy
6,875
+2,262
+49% +$281K 0.29% 60
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
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 $3.37T AUM 44.26% 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

Game Plan Financial Advisors's WMT Position: Q2 2026 in Review

Game Plan Financial Advisors increased its Walmart Inc (WMT) stake by 49% in Q2 2026, buying an estimated $281K and bringing the position to 6,875 shares worth $779K. The position accounts for 0.29% of the portfolio, ranked #60.

Game Plan Financial Advisors first reported a position in WMT in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.12M in Q3 2021. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Game Plan Financial Advisors held 6,875 shares of Walmart Inc worth $779K as of Q2 2026.
  • Game Plan Financial Advisors bought 2,262 Walmart Inc shares in Q2 2026, an estimated $281K.
  • Walmart Inc made up 0.29% of Game Plan Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Game Plan Financial Advisors first reported a position in Walmart Inc in Q3 2021 and has held it in 13 quarters since.
  • Game Plan Financial Advisors's Walmart Inc position peaked at $1.12M in Q3 2021.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.