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Planning Directions’s Walmart Inc WMT Stock Holding History

Planning Directions’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 		$670K Buy
5,917
+20
+0.3% +$2.48K 0.31% 47
2026
Q1 		$733K Buy
5,897
+310
+6% +$38.1K 0.37% 39
2025
Q4 		$622K Hold
5,587
– – 0.31% 41
2025
Q3 		$576K Buy
5,587
+211
+4% +$21K 0.3% 41
2025
Q2 		$526K Sell
5,376
-6,018
-53% -$573K 0.3% 41
2025
Q1 		$1M Buy
11,394
+1,995
+21% +$187K 0.43% 42
2024
Q4 		$849K Sell
9,399
-100
-1% -$8.68K 0.49% 33
2024
Q3 		$767K Sell
9,499
-1,120
-11% -$82.3K 0.46% 35
2024
Q2 		$719K Sell
10,619
-167
-2% -$10.5K 0.49% 32
2024
Q1 		$649K Buy
10,786
+31
+0.3% +$1.77K 0.45% 33
2023
Q4 		$565K Hold
10,755
– – 0.4% 35
2023
Q3 		$573K Buy
10,755
+174
+2% +$9.26K 0.44% 34
2023
Q2 		$554K Buy
10,581
+66
+0.6% +$3.33K 0.4% 35
2023
Q1 		$517K Sell
10,515
-342
-3% -$16.2K 0.38% 38
2022
Q4 		$513K Hold
10,857
– – 0.39% 41
2022
Q3 		$469K Buy
10,857
+636
+6% +$27.9K 0.38% 38
2022
Q2 		$414K Buy
10,221
+468
+5% +$21.6K 0.32% 40
2022
Q1 		$484K Buy
9,753
+3,093
+46% +$145K 0.34% 41
2021
Q4 		$321K Buy
6,660
+600
+10% +$28.6K 0.21% 55
2021
Q3 		$282K Buy
6,060
+1,287
+27% +$62K 0.21% 56
2021
Q2 		$224K Buy
+4,773
New +$222K 0.16% 65
2020
Q2 		– Sell
-21,510
Closed -$815K – 105
2020
Q1 		$815K Buy
+21,510
New +$827K 1.14% 26

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 $3.37T AUM 44.26% 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 Directions's WMT Position: Q2 2026 in Review

Planning Directions increased its Walmart Inc (WMT) stake by 0.34% in Q2 2026, buying an estimated $2.48K and bringing the position to 5,917 shares worth $670K. The position accounts for 0.31% of the portfolio, ranked #47.

Planning Directions first reported a position in WMT in Q1 2020 and has held it in 22 quarters since. The position peaked at $1M in Q1 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Planning Directions held 5,917 shares of Walmart Inc worth $670K as of Q2 2026.
  • Planning Directions bought 20 Walmart Inc shares in Q2 2026, an estimated $2.48K.
  • Walmart Inc made up 0.31% of Planning Directions's portfolio in Q2 2026, its #47 holding.
  • Planning Directions first reported a position in Walmart Inc in Q1 2020 and has held it in 22 quarters since.
  • Planning Directions's Walmart Inc position peaked at $1M in Q1 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.