Plan Group Financial’s Walmart Inc WMT Stock Holding History

Plan Group Financial’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	$1.97M	Sell	17,382 -4,702	-21%	-$584K	0.41%	72
2026 Q1	$2.74M	Buy	22,084 +81	+0.4%	+$9.95K	0.64%	53
2025 Q4	$2.45M	Sell	22,003 -1,032	-4%	-$111K	0.64%	46
2025 Q3	$2.37M	Buy	23,035 +2,191	+11%	+$218K	0.64%	53
2025 Q2	$2.04M	Buy	20,844 +7	+0%	+$667	0.67%	44
2025 Q1	$1.83M	Buy	20,837 +7,339	+54%	+$688K	0.65%	35
2024 Q4	$1.22M	Hold	13,498	–	–	0.64%	33
2024 Q3	$1.09M	Buy	13,498 +1	+0%	+$73	0.58%	36
2024 Q2	$914K	Sell	13,497 -428	-3%	-$27K	0.56%	39
2024 Q1	$838K	Buy	+13,925	New	+$797K	0.55%	38
2023 Q4	–	Sell	-5,907	Closed	-$315K	–	82
2023 Q3	$315K	Buy	+5,907	New	+$314K	0.23%	52

Other funds holding WMT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Plan Group Financial's WMT Position: Q2 2026 in Review

Plan Group Financial reduced its Walmart Inc (WMT) stake by 21% in Q2 2026, selling an estimated $584K and leaving 17,382 shares worth $1.97M. The position accounts for 0.41% of the portfolio, ranked #72.

Plan Group Financial first reported a position in WMT in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.74M in Q1 2026. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Plan Group Financial held 17,382 shares of Walmart Inc worth $1.97M as of Q2 2026.
Plan Group Financial sold 4,702 Walmart Inc shares in Q2 2026, an estimated $584K.
Walmart Inc made up 0.41% of Plan Group Financial's portfolio in Q2 2026, its #72 holding.
Plan Group Financial first reported a position in Walmart Inc in Q3 2023 and has held it in 11 quarters since.
Plan Group Financial's Walmart Inc position peaked at $2.74M in Q1 2026.
4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.