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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phillips Wealth Planners's WMT Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Walmart Inc (WMT) stake by 20% in Q1 2026, selling an estimated $516K and leaving 16,987 shares worth $2.17M. The position accounts for 1.63% of the portfolio, ranked #6.

Phillips Wealth Planners first reported a position in WMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.53M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Phillips Wealth Planners held 16,987 shares of Walmart Inc worth $2.17M as of Q1 2026.
Phillips Wealth Planners sold 4,205 Walmart Inc shares in Q1 2026, an estimated $516K.
Walmart Inc made up 1.63% of Phillips Wealth Planners's portfolio in Q1 2026, its #6 holding.
Phillips Wealth Planners first reported a position in Walmart Inc in Q2 2023 and has held it in 12 quarters since.
Phillips Wealth Planners's Walmart Inc position peaked at $2.53M in Q4 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.