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Peak Planning Group’s Walmart Inc WMT Stock Holding History

Peak Planning Group’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 		$2.03M Sell
17,928
-1
-0% -$124 0.46% 35
2026
Q1 		$2.23M Buy
17,929
+92
+0.5% +$11.3K 0.62% 27
2025
Q4 		$1.99M Buy
17,837
+5,472
+44% +$588K 0.56% 31
2025
Q3 		$1.27M Sell
12,365
-149
-1% -$14.8K 0.66% 27
2025
Q2 		$1.22M Sell
12,514
-4,842
-28% -$461K 0.78% 26
2025
Q1 		$1.52M Sell
17,356
-120
-0.7% -$11.3K 0.64% 29
2024
Q4 		$1.58M Sell
17,476
-1,337
-7% -$116K 0.66% 27
2024
Q3 		$1.52M Buy
18,813
+393
+2% +$28.9K 0.67% 28
2024
Q2 		$1.25M Buy
18,420
+3,372
+22% +$212K 0.61% 31
2024
Q1 		$905K Buy
15,048
+318
+2% +$18.2K 0.57% 35
2023
Q4 		$774K Buy
14,730
+399
+3% +$21.1K 0.56% 38
2023
Q3 		$764K Buy
14,331
+234
+2% +$12.5K 0.6% 38
2023
Q2 		$739K Sell
14,097
-258
-2% -$13K 0.55% 39
2023
Q1 		$706K Buy
14,355
+456
+3% +$21.6K 0.57% 40
2022
Q4 		$657K Buy
13,899
+390
+3% +$18.5K 0.58% 42
2022
Q3 		$584K Buy
13,509
+4,851
+56% +$213K 0.54% 45
2022
Q2 		$351K Buy
+8,658
New +$399K 0.29% 55
2021
Q4 		$639K Buy
13,245
+39
+0.3% +$1.86K 0.47% 44
2021
Q3 		$614K Buy
+13,206
New +$636K 0.53% 43
2021
Q1 		$578K Buy
12,759
+1,278
+11% +$59.2K 0.56% 40
2020
Q4 		$552K Buy
11,481
+5,430
+90% +$264K 0.63% 31
2020
Q3 		$282K Buy
+6,051
New +$269K 0.39% 42

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Peak Planning Group's WMT Position: Q2 2026 in Review

Peak Planning Group reduced its Walmart Inc (WMT) stake by 0.01% in Q2 2026, selling an estimated $124 and leaving 17,928 shares worth $2.03M. The position accounts for 0.46% of the portfolio, ranked #35.

Peak Planning Group first reported a position in WMT in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.23M in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Peak Planning Group held 17,928 shares of Walmart Inc worth $2.03M as of Q2 2026.
  • Peak Planning Group sold 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.46% of Peak Planning Group's portfolio in Q2 2026, its #35 holding.
  • Peak Planning Group first reported a position in Walmart Inc in Q3 2020 and has held it in 22 quarters since.
  • Peak Planning Group's Walmart Inc position peaked at $2.23M in Q1 2026.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.