Plancorp LLC’s Walmart Inc WMT Stock Holding History

Plancorp LLC’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	$5.22M	Sell	45,491 -9,250	-17%	-$1.15M	0.13%	72
2026 Q1	$6.94M	Buy	54,741 +228	+0.4%	+$28K	0.2%	49
2025 Q4	$6.07M	Sell	54,513 -1,353	-2%	-$145K	0.18%	52
2025 Q3	$5.76M	Sell	55,866 -8,213	-13%	-$818K	0.18%	55
2025 Q2	$6.27M	Buy	64,079 +3,765	+6%	+$359K	0.22%	47
2025 Q1	$5.29M	Buy	60,314 +6,628	+12%	+$622K	0.21%	50
2024 Q4	$4.85M	Sell	53,686 -136	-0.3%	-$11.8K	0.2%	44
2024 Q3	$4.35M	Buy	53,822 +1,540	+3%	+$113K	0.18%	47
2024 Q2	$3.54M	Buy	52,282 +1,268	+2%	+$79.8K	0.15%	54
2024 Q1	$3.07M	Buy	51,014 +1,325	+3%	+$75.8K	0.13%	60
2023 Q4	$2.61M	Buy	49,689 +1,383	+3%	+$73.2K	0.13%	65
2023 Q3	$2.58M	Buy	48,306 +10,800	+29%	+$575K	0.14%	55
2023 Q2	$1.97M	Buy	37,506 +4,311	+13%	+$217K	0.11%	71
2023 Q1	$1.63M	Sell	33,195 -285	-0.9%	-$13.5K	0.09%	80
2022 Q4	$1.58M	Buy	33,480 +363	+1%	+$17.2K	0.09%	77
2022 Q3	$1.43M	Buy	33,117 +1,197	+4%	+$52.4K	0.1%	73
2022 Q2	$1.29M	Sell	31,920 -1,020	-3%	-$47K	0.08%	85
2022 Q1	$1.64M	Sell	32,940 -5,682	-15%	-$267K	0.11%	79
2021 Q4	$1.86M	Buy	38,622 +309	+0.8%	+$14.8K	0.12%	70
2021 Q3	$1.78M	Buy	38,313 +1,047	+3%	+$50.4K	0.12%	66
2021 Q2	$1.75M	Sell	37,266 -153	-0.4%	-$7.13K	0.14%	58
2021 Q1	$1.69M	Sell	37,419 -1,242	-3%	-$57.5K	0.37%	53
2020 Q4	$1.86M	Buy	38,661 +1,239	+3%	+$60.2K	0.46%	48
2020 Q3	$1.75M	Sell	37,422 -1,656	-4%	-$73.6K	0.53%	41
2020 Q2	$1.56M	Buy	39,078 +1,938	+5%	+$79.7K	0.47%	46
2020 Q1	$1.41M	Sell	37,140 -723	-2%	-$27.8K	0.54%	43
2019 Q4	$1.5M	Sell	37,863 -426	-1%	-$16.9K	0.46%	44
2019 Q3	$1.51M	Sell	38,289 -15	-0%	-$566	0.58%	37
2019 Q2	$1.41M	Sell	38,304 -3,444	-8%	-$119K	0.56%	38
2019 Q1	$1.36M	Buy	41,748 +4,821	+13%	+$156K	0.51%	47
2018 Q4	$1.15M	Sell	36,927 -1,035	-3%	-$33.2K	0.52%	47
2018 Q3	$1.19M	Sell	37,962 -6	-0%	-$184	0.47%	48
2018 Q2	$1.08M	Buy	37,968 +18	+0%	+$512	0.43%	52
2018 Q1	$1.13M	Sell	37,950 -2,823	-7%	-$90.8K	0.36%	48
2017 Q4	$1.34M	Sell	40,773 -9	-0%	-$275	0.44%	42
2017 Q3	$1.06M	Sell	40,782 -3,600	-8%	-$94.4K	0.31%	51
2017 Q2	$1.12M	Sell	44,382 -1,929	-4%	-$49K	0.33%	50
2017 Q1	$1.11M	Sell	46,311 -423	-0.9%	-$9.73K	0.32%	51
2016 Q4	$1.08M	Buy	46,734 +4,680	+11%	+$109K	0.31%	49
2016 Q3	$1.01M	Buy	+42,054	New	+$1.02M	0.64%	40
2016 Q2	–	Sell	-13,344	Closed	-$305K	–	58
2016 Q1	$305K	Buy	+13,344	New	+$293K	0.37%	33
2015 Q4	–	Sell	-20,253	Closed	-$438K	–	97
2015 Q3	$438K	Buy	20,253 +1,956	+11%	+$44.9K	0.4%	55
2015 Q2	$433K	Buy	18,297 +2,325	+15%	+$59.3K	0.4%	46
2015 Q1	$438K	Sell	15,972 -10,104	-39%	-$287K	0.44%	58
2014 Q4	$747K	Sell	26,076 -25,620	-50%	-$692K	0.78%	22
2014 Q3	$1.32M	Buy	51,696 +32,652	+171%	+$824K	1.38%	15
2014 Q2	$477K	Sell	19,044 -43,395	-69%	-$1.11M	0.43%	38
2014 Q1	$1.59M	Buy	62,439 +3,666	+6%	+$92.1K	1.08%	19
2013 Q4	$1.38M	Buy	+58,773	New	+$1.52M	1.21%	16

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Plancorp LLC's WMT Position: Q2 2026 in Review

Plancorp LLC reduced its Walmart Inc (WMT) stake by 17% in Q2 2026, selling an estimated $1.15M and leaving 45,491 shares worth $5.22M. The position accounts for 0.13% of the portfolio, ranked #72.

Plancorp LLC first reported a position in WMT in Q4 2013 and has held it in 49 quarters since. The position peaked at $6.94M in Q1 2026. 1,351 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Plancorp LLC held 45,491 shares of Walmart Inc worth $5.22M as of Q2 2026.
Plancorp LLC sold 9,250 Walmart Inc shares in Q2 2026, an estimated $1.15M.
Walmart Inc made up 0.13% of Plancorp LLC's portfolio in Q2 2026, its #72 holding.
Plancorp LLC first reported a position in Walmart Inc in Q4 2013 and has held it in 49 quarters since.
Plancorp LLC's Walmart Inc position peaked at $6.94M in Q1 2026.
1,351 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.