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 Q2	$392K	Sell	3,464 -1,023	-23%	-$127K	0.14%	40
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Keener Financial Planning's WMT Position: Q2 2026 in Review

Keener Financial Planning reduced its Walmart Inc (WMT) stake by 23% in Q2 2026, selling an estimated $127K and leaving 3,464 shares worth $392K. The position accounts for 0.14% of the portfolio, ranked #40.

Keener Financial Planning first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $557K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Keener Financial Planning held 3,464 shares of Walmart Inc worth $392K as of Q2 2026.
Keener Financial Planning sold 1,023 Walmart Inc shares in Q2 2026, an estimated $127K.
Walmart Inc made up 0.14% of Keener Financial Planning's portfolio in Q2 2026, its #40 holding.
Keener Financial Planning first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Keener Financial Planning's Walmart Inc position peaked at $557K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.