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LifePlan Financial’s Walmart Inc WMT Stock Holding History

LifePlan Financial’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 		– Sell
-11,655
Closed -$1.3M – 88
2025
Q4 		$1.3M Sell
11,655
-44
-0.4% -$4.72K 1% 28
2025
Q3 		$1.21M Sell
11,699
-95
-0.8% -$9.46K 0.96% 32
2025
Q2 		$1.15M Hold
11,794
– – 0.96% 30
2025
Q1 		$1.04M Sell
11,794
-155
-1% -$14.5K 0.9% 31
2024
Q4 		$1.08M Buy
11,949
+5,881
+97% +$510K 0.95% 28
2024
Q3 		$490K Buy
6,068
+402
+7% +$29.5K 0.42% 63
2024
Q2 		$384K Sell
5,666
-85
-1% -$5.35K 0.35% 72
2024
Q1 		$346K Hold
5,751
– – 0.32% 78
2023
Q4 		$302K Buy
+5,751
New +$304K 0.3% 76

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial's WMT Position: Q1 2026 in Review

LifePlan Financial sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 11,655 shares — an estimated $1.3M sold.

LifePlan Financial first reported a position in WMT in Q4 2023 and held it in 9 quarters. The position peaked at $1.3M in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • LifePlan Financial reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • LifePlan Financial sold 11,655 Walmart Inc shares in Q1 2026, an estimated $1.3M.
  • LifePlan Financial first reported a position in Walmart Inc in Q4 2023 and held it in 9 quarters.
  • LifePlan Financial's Walmart Inc position peaked at $1.3M in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on LifePlan Financial's 13F filing for Q1 2026, filed 14 Apr 2026.