Intrepid Financial Planning Group’s Walmart Inc WMT Stock Holding History

Intrepid Financial Planning Group’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	$603K	Buy	5,320 +125	+2%	+$15.5K	0.2%	66
2026 Q1	$646K	Hold	5,195	–	–	0.26%	63
2025 Q4	$579K	Buy	5,195 +44	+0.9%	+$4.72K	0.22%	67
2025 Q3	$531K	Hold	5,151	–	–	0.2%	72
2025 Q2	$504K	Hold	5,151	–	–	0.21%	69
2025 Q1	$452K	Buy	5,151 +150	+3%	+$14.1K	0.21%	71
2024 Q4	$452K	Hold	5,001	–	–	0.19%	78
2024 Q3	$404K	Hold	5,001	–	–	0.17%	82
2024 Q2	$339K	Hold	5,001	–	–	0.15%	90
2024 Q1	$301K	Hold	5,001	–	–	0.13%	98
2023 Q4	$263K	Hold	5,001	–	–	0.13%	101
2023 Q3	$267K	Hold	5,001	–	–	0.14%	91
2023 Q2	$262K	Hold	5,001	–	–	0.13%	95
2023 Q1	$246K	Hold	5,001	–	–	0.12%	96
2022 Q4	$236K	Hold	5,001	–	–	0.13%	92
2022 Q3	$216K	Buy	+5,001	New	+$219K	0.12%	91

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intrepid Financial Planning Group's WMT Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Walmart Inc (WMT) stake by 2.4% in Q2 2026, buying an estimated $15.5K and bringing the position to 5,320 shares worth $603K. The position accounts for 0.2% of the portfolio, ranked #66.

Intrepid Financial Planning Group first reported a position in WMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $646K in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Intrepid Financial Planning Group held 5,320 shares of Walmart Inc worth $603K as of Q2 2026.
Intrepid Financial Planning Group bought 125 Walmart Inc shares in Q2 2026, an estimated $15.5K.
Walmart Inc made up 0.2% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #66 holding.
Intrepid Financial Planning Group first reported a position in Walmart Inc in Q3 2022 and has held it in 16 quarters since.
Intrepid Financial Planning Group's Walmart Inc position peaked at $646K in Q1 2026.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.