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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holistic Planning's WMT Position: Q1 2026 in Review

Holistic Planning reduced its Walmart Inc (WMT) stake by 1.5% in Q1 2026, selling an estimated $45.7K and leaving 24,854 shares worth $3.09M. The position accounts for 0.62% of the portfolio, ranked #35.

Holistic Planning first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Holistic Planning held 24,854 shares of Walmart Inc worth $3.09M as of Q1 2026.
  • Holistic Planning sold 372 Walmart Inc shares in Q1 2026, an estimated $45.7K.
  • Walmart Inc made up 0.62% of Holistic Planning's portfolio in Q1 2026, its #35 holding.
  • Holistic Planning first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.