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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Alternatives's WMT Position: Q1 2026 in Review

Planning Alternatives increased its Walmart Inc (WMT) stake by 112% in Q1 2026, buying an estimated $298K and bringing the position to 4,583 shares worth $570K. The position accounts for 0.07% of the portfolio, ranked #57.

Planning Alternatives first reported a position in WMT in Q3 2025 and has held it in 3 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Planning Alternatives held 4,583 shares of Walmart Inc worth $570K as of Q1 2026.
  • Planning Alternatives bought 2,425 Walmart Inc shares in Q1 2026, an estimated $298K.
  • Walmart Inc made up 0.07% of Planning Alternatives's portfolio in Q1 2026, its #57 holding.
  • Planning Alternatives first reported a position in Walmart Inc in Q3 2025 and has held it in 3 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.