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 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 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

LifePlan Investment Advisors's WMT Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Walmart Inc (WMT) stake by 10% in Q1 2026, selling an estimated $56.5K and leaving 3,977 shares worth $494K. The position accounts for 0.19% of the portfolio, ranked #88.

LifePlan Investment Advisors first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $494K in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

LifePlan Investment Advisors held 3,977 shares of Walmart Inc worth $494K as of Q1 2026.
LifePlan Investment Advisors sold 460 Walmart Inc shares in Q1 2026, an estimated $56.5K.
Walmart Inc made up 0.19% of LifePlan Investment Advisors's portfolio in Q1 2026, its #88 holding.
LifePlan Investment Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
LifePlan Investment Advisors's Walmart Inc position peaked at $494K in Q4 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.