KFP
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Kerr Financial Planning’s Walmart Inc WMT Stock Holding History

Kerr 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 		$129K Buy
1,136
+501
+79% +$62.2K 0.14% 112
2026
Q1 		$81.1K Buy
635
+307
+94% +$37.7K 0.06% 145
2025
Q4 		$41.8K Buy
328
+200
+156% +$21.5K 0.06% 195
2025
Q3 		$13.2K Buy
+128
New +$12.7K 0.02% 314

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Kerr Financial Planning increased its Walmart Inc (WMT) stake by 79% in Q2 2026, buying an estimated $62.2K and bringing the position to 1,136 shares worth $129K. The position accounts for 0.14% of the portfolio, ranked #112.

Kerr Financial Planning first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. 1,351 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kerr Financial Planning held 1,136 shares of Walmart Inc worth $129K as of Q2 2026.
  • Kerr Financial Planning bought 501 Walmart Inc shares in Q2 2026, an estimated $62.2K.
  • Walmart Inc made up 0.14% of Kerr Financial Planning's portfolio in Q2 2026, its #112 holding.
  • Kerr Financial Planning first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.