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Partners in Financial Planning’s Walmart Inc WMT Stock Holding History

Partners in Financial 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 		$793K Buy
6,377
+102
+2% +$12.5K 0.13% 60
2025
Q4 		$699K Buy
6,275
+44
+0.7% +$4.72K 0.12% 62
2025
Q3 		$642K Hold
6,231
– – 0.11% 61
2025
Q2 		$609K Hold
6,231
– – 0.11% 61
2025
Q1 		$547K Buy
6,231
+123
+2% +$11.5K 0.11% 63
2024
Q4 		$552K Hold
6,108
– – 0.11% 62
2024
Q3 		$493K Hold
6,108
– – 0.1% 66
2024
Q2 		$414K Hold
6,108
– – 0.09% 69
2024
Q1 		$368K Hold
6,108
– – 0.08% 75
2023
Q4 		$321K Sell
6,108
-465
-7% -$24.6K 0.08% 79
2023
Q3 		$350K Buy
6,573
+1,200
+22% +$63.9K 0.09% 72
2023
Q2 		$282K Hold
5,373
– – 0.07% 79
2023
Q1 		$264K Hold
5,373
– – 0.07% 80
2022
Q4 		$257K Sell
5,373
-72
-1% -$3.42K 0.07% 82
2022
Q3 		$273K Hold
5,445
– – 0.08% 79
2022
Q2 		$248K Buy
5,445
+465
+9% +$21.4K 0.08% 84
2022
Q1 		$260K Buy
4,980
+72
+1% +$3.38K 0.08% 80
2021
Q4 		$221K Hold
4,908
– – 0.07% 87
2021
Q3 		$228K Hold
4,908
– – 0.07% 84
2021
Q2 		$231K Buy
+4,908
New +$229K 0.07% 81

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

Partners in Financial Planning's WMT Position: Q1 2026 in Review

Partners in Financial Planning increased its Walmart Inc (WMT) stake by 1.6% in Q1 2026, buying an estimated $12.5K and bringing the position to 6,377 shares worth $793K. The position accounts for 0.13% of the portfolio, ranked #60.

Partners in Financial Planning first reported a position in WMT in Q2 2021 and has held it in 20 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Partners in Financial Planning held 6,377 shares of Walmart Inc worth $793K as of Q1 2026.
  • Partners in Financial Planning bought 102 Walmart Inc shares in Q1 2026, an estimated $12.5K.
  • Walmart Inc made up 0.13% of Partners in Financial Planning's portfolio in Q1 2026, its #60 holding.
  • Partners in Financial Planning first reported a position in Walmart Inc in Q2 2021 and has held it in 20 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.