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Investment Planning Advisors’s Walmart Inc WMT Stock Holding History

Investment Planning 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 		$1.08M Buy
9,567
+1,801
+23% +$224K 0.25% 40
2026
Q1 		$965K Buy
7,766
+788
+11% +$96.7K 0.27% 40
2025
Q4 		$777K Buy
6,978
+412
+6% +$44.2K 0.23% 44
2025
Q3 		$677K Buy
6,566
+2,496
+61% +$248K 0.21% 47
2025
Q2 		$398K Buy
4,070
+490
+14% +$46.7K 0.14% 59
2025
Q1 		$314K Buy
3,580
+1,356
+61% +$127K 0.13% 58
2024
Q4 		$201K Buy
+2,224
New +$193K 0.09% 63

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Planning Advisors's WMT Position: Q2 2026 in Review

Investment Planning Advisors increased its Walmart Inc (WMT) stake by 23% in Q2 2026, buying an estimated $224K and bringing the position to 9,567 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #40.

Investment Planning Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Investment Planning Advisors held 9,567 shares of Walmart Inc worth $1.08M as of Q2 2026.
  • Investment Planning Advisors bought 1,801 Walmart Inc shares in Q2 2026, an estimated $224K.
  • Walmart Inc made up 0.25% of Investment Planning Advisors's portfolio in Q2 2026, its #40 holding.
  • Investment Planning Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • 2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.