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PDS Planning’s Walmart Inc WMT Stock Holding History

PDS 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 		$4.02M Buy
32,355
+830
+3% +$102K 0.27% 52
2025
Q4 		$3.51M Buy
31,525
+373
+1% +$40K 0.23% 54
2025
Q3 		$3.21M Buy
31,152
+388
+1% +$38.6K 0.22% 55
2025
Q2 		$3.01M Buy
30,764
+2,258
+8% +$215K 0.22% 58
2025
Q1 		$2.5M Buy
28,506
+2,087
+8% +$196K 0.21% 62
2024
Q4 		$2.39M Buy
26,419
+3,452
+15% +$300K 0.21% 59
2024
Q3 		$1.85M Buy
22,967
+807
+4% +$59.3K 0.17% 70
2024
Q2 		$1.5M Buy
22,160
+3,438
+18% +$217K 0.15% 71
2024
Q1 		$1.13M Buy
18,722
+1,547
+9% +$88.5K 0.12% 77
2023
Q4 		$903K Buy
17,175
+816
+5% +$43.2K 0.1% 84
2023
Q3 		$872K Buy
16,359
+168
+1% +$8.94K 0.11% 81
2023
Q2 		$848K Buy
16,191
+783
+5% +$39.5K 0.11% 87
2023
Q1 		$757K Buy
15,408
+6,027
+64% +$286K 0.1% 85
2022
Q4 		$443K Buy
9,381
+258
+3% +$12.3K 0.07% 107
2022
Q3 		$394K Buy
9,123
+846
+10% +$37.1K 0.07% 103
2022
Q2 		$335K Sell
8,277
-1,098
-12% -$50.6K 0.06% 126
2022
Q1 		$465K Sell
9,375
-318
-3% -$14.9K 0.08% 100
2021
Q4 		$467K Buy
9,693
+441
+5% +$21.1K 0.09% 98
2021
Q3 		$430K Sell
9,252
-939
-9% -$45.2K 0.1% 97
2021
Q2 		$479K Buy
10,191
+3,519
+53% +$164K 0.12% 89
2021
Q1 		$302K Sell
6,672
-9
-0.1% -$417 0.09% 113
2020
Q4 		$321K Buy
6,681
+2,082
+45% +$101K 0.11% 99
2020
Q3 		$214K Sell
4,599
-669
-13% -$29.7K 0.09% 126
2020
Q2 		$210K Buy
+5,268
New +$217K 0.1% 115

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

PDS Planning's WMT Position: Q1 2026 in Review

PDS Planning increased its Walmart Inc (WMT) stake by 2.6% in Q1 2026, buying an estimated $102K and bringing the position to 32,355 shares worth $4.02M. The position accounts for 0.27% of the portfolio, ranked #52.

PDS Planning first reported a position in WMT in Q2 2020 and has held it in 24 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • PDS Planning held 32,355 shares of Walmart Inc worth $4.02M as of Q1 2026.
  • PDS Planning bought 830 Walmart Inc shares in Q1 2026, an estimated $102K.
  • Walmart Inc made up 0.27% of PDS Planning's portfolio in Q1 2026, its #52 holding.
  • PDS Planning first reported a position in Walmart Inc in Q2 2020 and has held it in 24 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.