Keener Financial Planning’s Walmart Inc WMT Stock Holding History

Keener Financial 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	$557K	Sell	4,487 -44	-1%	-$5.4K	0.23%	26
2025 Q4	$504K	Buy	4,531 +26	+0.6%	+$2.79K	0.22%	30
2025 Q3	$464K	Hold	4,505	–	–	0.22%	28
2025 Q2	$440K	Buy	4,505 +4,200	+1,377%	+$400K	0.22%	31
2025 Q1	$26K	Sell	305 -4,741	-94%	-$445K	0.02%	99
2024 Q4	$455K	Hold	5,046	–	–	0.27%	27
2024 Q3	$407K	Sell	5,046 -117	-2%	-$8.59K	0.27%	28
2024 Q2	$349K	Sell	5,163 -111	-2%	-$6.99K	0.23%	30
2024 Q1	$318K	Buy	5,274 +249	+5%	+$14.2K	0.22%	32
2023 Q4	$264K	Buy	+5,025	New	+$266K	0.2%	34

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

Keener Financial Planning's WMT Position: Q1 2026 in Review

Keener Financial Planning reduced its Walmart Inc (WMT) stake by 0.97% in Q1 2026, selling an estimated $5.4K and leaving 4,487 shares worth $557K. The position accounts for 0.23% of the portfolio, ranked #26.

Keener Financial Planning first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Keener Financial Planning held 4,487 shares of Walmart Inc worth $557K as of Q1 2026.
Keener Financial Planning sold 44 Walmart Inc shares in Q1 2026, an estimated $5.4K.
Walmart Inc made up 0.23% of Keener Financial Planning's portfolio in Q1 2026, its #26 holding.
Keener Financial Planning first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.