Planned Solutions’s Walmart Inc WMT Stock Holding History

Planned Solutions’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	$615K	Buy	5,429 +144	+3%	+$17.9K	0.18%	64
2026 Q1	$657K	Sell	5,285 -367	-6%	-$45.1K	0.22%	56
2025 Q4	$630K	Buy	5,652 +223	+4%	+$23.9K	0.2%	58
2025 Q3	$560K	Buy	5,429 +2	+0%	+$199	0.19%	59
2025 Q2	$531K	Buy	5,427 +5	+0.1%	+$476	0.2%	58
2025 Q1	$476K	Buy	5,422 +2	+0%	+$188	0.19%	59
2024 Q4	$490K	Sell	5,420 -620	-10%	-$53.8K	0.2%	54
2024 Q3	$488K	Buy	6,040 +2	+0%	+$147	0.2%	51
2024 Q2	$409K	Buy	6,038 +890	+17%	+$56K	0.2%	57
2024 Q1	$310K	Hold	5,148	–	–	0.15%	65
2023 Q4	$271K	Hold	5,148	–	–	0.13%	66
2023 Q3	$274K	Hold	5,148	–	–	0.17%	60
2023 Q2	$270K	Hold	5,148	–	–	0.16%	60
2023 Q1	$253K	Buy	5,148 +408	+9%	+$19.4K	0.16%	61
2022 Q4	$224K	Buy	+4,740	New	+$225K	0.16%	67
2022 Q2	–	Sell	-4,884	Closed	-$242K	–	72
2022 Q1	$242K	Buy	4,884 +249	+5%	+$11.7K	0.17%	63
2021 Q4	$224K	Buy	+4,635	New	+$221K	0.15%	72
2021 Q2	$348K	Hold	7,410	–	–	0.24%	46
2021 Q1	$336K	Hold	7,410	–	–	0.26%	43
2020 Q4	$356K	Hold	7,410	–	–	0.29%	36
2020 Q3	$346K	Buy	+7,410	New	+$329K	0.34%	33

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Planned Solutions's WMT Position: Q2 2026 in Review

Planned Solutions increased its Walmart Inc (WMT) stake by 2.7% in Q2 2026, buying an estimated $17.9K and bringing the position to 5,429 shares worth $615K. The position accounts for 0.18% of the portfolio, ranked #64.

Planned Solutions first reported a position in WMT in Q3 2020 and has held it in 21 quarters since. The position peaked at $657K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Planned Solutions held 5,429 shares of Walmart Inc worth $615K as of Q2 2026.
Planned Solutions bought 144 Walmart Inc shares in Q2 2026, an estimated $17.9K.
Walmart Inc made up 0.18% of Planned Solutions's portfolio in Q2 2026, its #64 holding.
Planned Solutions first reported a position in Walmart Inc in Q3 2020 and has held it in 21 quarters since.
Planned Solutions's Walmart Inc position peaked at $657K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.