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 Q2	–	Sell	-1,702	Closed	-$212K	–	76
2026 Q1	$212K	Buy	+1,702	New	+$209K	0.11%	69

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Next Level Wealth Planning's WMT Position: Q2 2026 in Review

Next Level Wealth Planning sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,702 shares — an estimated $212K sold.

Next Level Wealth Planning first reported a position in WMT in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 4,408 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Next Level Wealth Planning reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Next Level Wealth Planning sold 1,702 Walmart Inc shares in Q2 2026, an estimated $212K.
Next Level Wealth Planning first reported a position in Walmart Inc in Q1 2026 and held it in 1 quarter.
Next Level Wealth Planning's Walmart Inc position peaked at $212K in Q1 2026.
4,408 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.