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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
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 $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 Directions's WMT Position: Q1 2026 in Review

Planning Directions increased its Walmart Inc (WMT) stake by 5.5% in Q1 2026, buying an estimated $38.1K and bringing the position to 5,897 shares worth $733K. The position accounts for 0.37% of the portfolio, ranked #39.

Planning Directions first reported a position in WMT in Q1 2020 and has held it in 21 quarters since. The position peaked at $1M in Q1 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Planning Directions held 5,897 shares of Walmart Inc worth $733K as of Q1 2026.
  • Planning Directions bought 310 Walmart Inc shares in Q1 2026, an estimated $38.1K.
  • Walmart Inc made up 0.37% of Planning Directions's portfolio in Q1 2026, its #39 holding.
  • Planning Directions first reported a position in Walmart Inc in Q1 2020 and has held it in 21 quarters since.
  • Planning Directions's Walmart Inc position peaked at $1M in Q1 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.