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LifePlan Investment Advisors’s Walmart Inc WMT Stock Holding History

LifePlan Investment Advisors’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 		$487K Buy
4,296
+319
+8% +$39.6K 0.17% 96
2026
Q1 		$494K Sell
3,977
-460
-10% -$56.5K 0.19% 88
2025
Q4 		$494K Buy
4,437
+535
+14% +$57.4K 0.2% 80
2025
Q3 		$402K Hold
3,902
– – 0.17% 85
2025
Q2 		$382K Hold
3,902
– – 0.19% 78
2025
Q1 		$343K Hold
3,902
– – 0.2% 78
2024
Q4 		$353K Buy
3,902
+38
+1% +$3.3K 0.22% 75
2024
Q3 		$312K Buy
+3,864
New +$284K 0.2% 74

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LifePlan Investment Advisors's WMT Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Walmart Inc (WMT) stake by 8% in Q2 2026, buying an estimated $39.6K and bringing the position to 4,296 shares worth $487K. The position accounts for 0.17% of the portfolio, ranked #96.

LifePlan Investment Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $494K in Q4 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • LifePlan Investment Advisors held 4,296 shares of Walmart Inc worth $487K as of Q2 2026.
  • LifePlan Investment Advisors bought 319 Walmart Inc shares in Q2 2026, an estimated $39.6K.
  • Walmart Inc made up 0.17% of LifePlan Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • LifePlan Investment Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • LifePlan Investment Advisors's Walmart Inc position peaked at $494K in Q4 2025.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.