Plan A Wealth’s Walmart Inc WMT Stock Holding History

Plan A Wealth’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	$275K	Buy	+2,426	New	+$301K	0.12%	133

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Plan A Wealth's WMT Position: Q2 2026 in Review

Plan A Wealth opened a new position in Walmart Inc (WMT) in Q2 2026: 2,426 shares worth $275K. The stake represents 0.12% of the portfolio and ranks #133 among its holdings.

3,594 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Plan A Wealth held 2,426 shares of Walmart Inc worth $275K as of Q2 2026.
Walmart Inc was a new Plan A Wealth position in Q2 2026.
Walmart Inc made up 0.12% of Plan A Wealth's portfolio in Q2 2026, its #133 holding.
3,594 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.