JRPIM
WMT icon

Journey Retirement Planning & Investment Management’s Walmart Inc WMT Stock Holding History

Journey Retirement Planning & Investment Management’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 		$405K Buy
3,578
+828
+30% +$103K 0.32% 99
2026
Q1 		$342K Sell
2,750
-6,350
-70% -$780K 0.3% 97
2025
Q4 		$1.01M Buy
+9,100
New +$977K 0.21% 107

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Journey Retirement Planning & Investment Management's WMT Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Walmart Inc (WMT) stake by 30% in Q2 2026, buying an estimated $103K and bringing the position to 3,578 shares worth $405K. The position accounts for 0.32% of the portfolio, ranked #99.

Journey Retirement Planning & Investment Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 2,778 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,578 shares of Walmart Inc worth $405K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 828 Walmart Inc shares in Q2 2026, an estimated $103K.
  • Walmart Inc made up 0.32% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #99 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Walmart Inc position peaked at $1.01M in Q4 2025.
  • 2,778 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.