PA
WMT icon

Planning Alternatives’s Walmart Inc WMT Stock Holding History

Planning Alternatives’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 		$487K Sell
4,296
-287
-6% -$35.6K 0.05% 74
2026
Q1 		$570K Buy
4,583
+2,425
+112% +$298K 0.07% 57
2025
Q4 		$240K Buy
2,158
+207
+11% +$22.2K 0.03% 82
2025
Q3 		$201K Buy
+1,951
New +$194K 0.03% 86

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Planning Alternatives's WMT Position: Q2 2026 in Review

Planning Alternatives reduced its Walmart Inc (WMT) stake by 6.3% in Q2 2026, selling an estimated $35.6K and leaving 4,296 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #74.

Planning Alternatives first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $570K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Planning Alternatives held 4,296 shares of Walmart Inc worth $487K as of Q2 2026.
  • Planning Alternatives sold 287 Walmart Inc shares in Q2 2026, an estimated $35.6K.
  • Walmart Inc made up 0.05% of Planning Alternatives's portfolio in Q2 2026, its #74 holding.
  • Planning Alternatives first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Planning Alternatives's Walmart Inc position peaked at $570K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.