Plan Group Financial
WMT icon

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
Q3 		$2.68M Buy
22,769
+5,387
+31% +$591K 0.53% 64
2026
Q2 		$1.97M Sell
17,382
-4,702
-21% -$584K 0.41% 72
2026
Q1 		$2.74M Buy
22,084
+81
+0.4% +$9.9K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Plan Group Financial's WMT Position: Q3 2026 in Review

Plan Group Financial increased its Walmart Inc (WMT) stake by 31% in Q3 2026, buying an estimated $591K and bringing the position to 22,769 shares worth $2.68M. The position accounts for 0.53% of the portfolio, ranked #64.

Plan Group Financial first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.74M in Q1 2026. 1,447 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Plan Group Financial held 22,769 shares of Walmart Inc worth $2.68M as of Q3 2026.
  • Plan Group Financial bought 5,387 Walmart Inc shares in Q3 2026, an estimated $591K.
  • Walmart Inc made up 0.53% of Plan Group Financial's portfolio in Q3 2026, its #64 holding.
  • Plan Group Financial first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
  • Plan Group Financial's Walmart Inc position peaked at $2.74M in Q1 2026.
  • 1,447 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.