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Phillips Wealth Planners’s Walmart Inc WMT Stock Holding History

Phillips Wealth Planners’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 		$1.9M Buy
17,019
+32
+0.2% +$3.97K 1.4% 10
2026
Q1 		$2.17M Sell
16,987
-4,205
-20% -$516K 1.63% 6
2025
Q4 		$2.53M Buy
21,192
+13,828
+188% +$1.48M 2.03% 4
2025
Q3 		$756K Sell
7,364
-242
-3% -$24.1K 0.63% 49
2025
Q2 		$738K Buy
7,606
+4,829
+174% +$460K 0.67% 43
2025
Q1 		$258K Sell
2,777
-173
-6% -$16.2K 0.27% 133
2024
Q4 		$274K Sell
2,950
-2,175
-42% -$189K 0.27% 128
2024
Q3 		$416K Buy
5,125
+82
+2% +$6.02K 0.4% 85
2024
Q2 		$355K Sell
5,043
-948
-16% -$59.7K 0.37% 92
2024
Q1 		$358K Buy
5,991
+426
+8% +$24.4K 0.41% 84
2023
Q4 		$303K Buy
5,565
+420
+8% +$22.2K 0.36% 94
2023
Q3 		$276K Buy
5,145
+477
+10% +$25.4K 0.37% 106
2023
Q2 		$245K Buy
+4,668
New +$235K 0.32% 116

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

Phillips Wealth Planners's WMT Position: Q2 2026 in Review

Phillips Wealth Planners increased its Walmart Inc (WMT) stake by 0.19% in Q2 2026, buying an estimated $3.97K and bringing the position to 17,019 shares worth $1.9M. The position accounts for 1.4% of the portfolio, ranked #10.

Phillips Wealth Planners first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.53M in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Phillips Wealth Planners held 17,019 shares of Walmart Inc worth $1.9M as of Q2 2026.
  • Phillips Wealth Planners bought 32 Walmart Inc shares in Q2 2026, an estimated $3.97K.
  • Walmart Inc made up 1.4% of Phillips Wealth Planners's portfolio in Q2 2026, its #10 holding.
  • Phillips Wealth Planners first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
  • Phillips Wealth Planners's Walmart Inc position peaked at $2.53M in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.