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Peak Retirement Planning’s Walmart Inc WMT Stock Holding History

Peak Retirement 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 		$355K Buy
3,135
+580
+23% +$72K 0.06% 127
2026
Q1 		$318K Buy
2,555
+286
+13% +$35.1K 0.06% 122
2025
Q4 		$253K Sell
2,269
-317
-12% -$34K 0.06% 130
2025
Q3 		$267K Buy
+2,586
New +$257K 0.08% 114

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Peak Retirement Planning increased its Walmart Inc (WMT) stake by 23% in Q2 2026, buying an estimated $72K and bringing the position to 3,135 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #127.

Peak Retirement Planning first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. 4,016 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Peak Retirement Planning held 3,135 shares of Walmart Inc worth $355K as of Q2 2026.
  • Peak Retirement Planning bought 580 Walmart Inc shares in Q2 2026, an estimated $72K.
  • Walmart Inc made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #127 holding.
  • Peak Retirement Planning first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • 4,016 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.