Planning Center Inc’s Walmart Inc WMT Stock Holding History

Planning Center Inc’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	$708K	Buy	6,251 +100	+2%	+$12.4K	0.07%	42
2026 Q1	$764K	Buy	6,151 +133	+2%	+$16.3K	0.08%	38
2025 Q4	$670K	Hold	6,018	–	–	0.07%	40
2025 Q3	$620K	Hold	6,018	–	–	0.07%	39
2025 Q2	$588K	Hold	6,018	–	–	0.07%	40
2025 Q1	$528K	Buy	6,018 +108	+2%	+$10.1K	0.06%	42
2024 Q4	$534K	Sell	5,910 -78	-1%	-$6.77K	0.07%	40
2024 Q3	$484K	Hold	5,988	–	–	0.06%	43
2024 Q2	$405K	Sell	5,988 -167	-3%	-$10.5K	0.05%	45
2024 Q1	$370K	Buy	6,155 +17	+0.3%	+$973	0.08%	44
2023 Q4	$323K	Buy	6,138 +240	+4%	+$12.7K	0.07%	45
2023 Q3	$314K	Sell	5,898 -195	-3%	-$10.4K	0.08%	45
2023 Q2	$319K	Buy	6,093 +588	+11%	+$29.7K	0.08%	47
2023 Q1	$274K	Buy	5,505 +297	+6%	+$14.1K	0.08%	49
2022 Q4	$246K	Hold	5,208	–	–	0.07%	58
2022 Q3	$230K	Hold	5,208	–	–	0.18%	36
2022 Q2	$217K	Buy	5,208 +78	+2%	+$3.6K	0.17%	45
2022 Q1	$255K	Hold	5,130	–	–	0.73%	36
2021 Q4	$241K	Buy	+5,130	New	+$245K	0.19%	44

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

Planning Center Inc's WMT Position: Q2 2026 in Review

Planning Center Inc increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 6,251 shares worth $708K. The position accounts for 0.07% of the portfolio, ranked #42.

Planning Center Inc first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $764K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Planning Center Inc held 6,251 shares of Walmart Inc worth $708K as of Q2 2026.
Planning Center Inc bought 100 Walmart Inc shares in Q2 2026, an estimated $12.4K.
Walmart Inc made up 0.07% of Planning Center Inc's portfolio in Q2 2026, its #42 holding.
Planning Center Inc first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
Planning Center Inc's Walmart Inc position peaked at $764K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.