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Next Level Wealth Planning’s Walmart Inc WMT Stock Holding History

Next Level Wealth 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
Q1 		$212K Buy
+1,702
New +$209K 0.11% 69

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

Next Level Wealth Planning's WMT Position: Q1 2026 in Review

Next Level Wealth Planning opened a new position in Walmart Inc (WMT) in Q1 2026: 1,702 shares worth $212K. The stake represents 0.11% of the portfolio and ranks #69 among its holdings.

4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Next Level Wealth Planning held 1,702 shares of Walmart Inc worth $212K as of Q1 2026.
  • Walmart Inc was a new Next Level Wealth Planning position in Q1 2026.
  • Walmart Inc made up 0.11% of Next Level Wealth Planning's portfolio in Q1 2026, its #69 holding.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.