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Holistic Planning’s Walmart Inc WMT Stock Holding History

Holistic Planning’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 		$4.31M Buy
38,034
+13,180
+53% +$1.64M 0.67% 33
2026
Q1 		$3.09M Sell
24,854
-372
-1% -$45.7K 0.62% 35
2025
Q4 		$2.81M Buy
25,226
+1,051
+4% +$113K 0.6% 33
2025
Q3 		$2.49M Sell
24,175
-2,785
-10% -$277K 0.65% 30
2025
Q2 		$2.64M Buy
26,960
+510
+2% +$48.6K 0.75% 24
2025
Q1 		$2.32M Buy
26,450
+6,437
+32% +$604K 0.79% 26
2024
Q4 		$1.81M Buy
20,013
+175
+0.9% +$15.2K 0.66% 33
2024
Q3 		$1.6M Buy
19,838
+8,425
+74% +$619K 0.68% 32
2024
Q2 		$687K Hold
11,413
– – 0.53% 54
2024
Q1 		$687K Buy
11,413
+115
+1% +$6.58K 0.52% 54
2023
Q4 		$594K Buy
+11,298
New +$598K 0.5% 53

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

Holistic Planning's WMT Position: Q2 2026 in Review

Holistic Planning increased its Walmart Inc (WMT) stake by 53% in Q2 2026, buying an estimated $1.64M and bringing the position to 38,034 shares worth $4.31M. The position accounts for 0.67% of the portfolio, ranked #33.

Holistic Planning first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Holistic Planning held 38,034 shares of Walmart Inc worth $4.31M as of Q2 2026.
  • Holistic Planning bought 13,180 Walmart Inc shares in Q2 2026, an estimated $1.64M.
  • Walmart Inc made up 0.67% of Holistic Planning's portfolio in Q2 2026, its #33 holding.
  • Holistic Planning first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.