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 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 $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

Plan Group Financial's WMT Position: Q1 2026 in Review

Plan Group Financial increased its Walmart Inc (WMT) stake by 0.37% in Q1 2026, buying an estimated $9.95K and bringing the position to 22,084 shares worth $2.74M. The position accounts for 0.64% of the portfolio, ranked #53.

Plan Group Financial first reported a position in WMT in Q3 2023 and has held it in 10 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Plan Group Financial held 22,084 shares of Walmart Inc worth $2.74M as of Q1 2026.
Plan Group Financial bought 81 Walmart Inc shares in Q1 2026, an estimated $9.95K.
Walmart Inc made up 0.64% of Plan Group Financial's portfolio in Q1 2026, its #53 holding.
Plan Group Financial first reported a position in Walmart Inc in Q3 2023 and has held it in 10 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.