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 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 $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

Intrepid Financial Planning Group's WMT Position: Q1 2026 in Review

Intrepid Financial Planning Group held its Walmart Inc (WMT) position steady in Q1 2026 at 5,195 shares worth $646K. The position accounts for 0.26% of the portfolio, ranked #63.

Intrepid Financial Planning Group first reported a position in WMT in Q3 2022 and has held it in 15 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Intrepid Financial Planning Group held 5,195 shares of Walmart Inc worth $646K as of Q1 2026.
Intrepid Financial Planning Group left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.26% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #63 holding.
Intrepid Financial Planning Group first reported a position in Walmart Inc in Q3 2022 and has held it in 15 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.