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Planning Project LLC’s Walmart Inc WMT Stock Holding History

Planning Project LLC’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 		$1.48M Buy
+14,114
New +$1.75M 0.3% 15

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 Project LLC's WMT Position: Q2 2026 in Review

Planning Project LLC opened a new position in Walmart Inc (WMT) in Q2 2026: 14,114 shares worth $1.48M. The stake represents 0.3% of the portfolio and ranks #15 among its holdings.

4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Planning Project LLC held 14,114 shares of Walmart Inc worth $1.48M as of Q2 2026.
  • Walmart Inc was a new Planning Project LLC position in Q2 2026.
  • Walmart Inc made up 0.3% of Planning Project LLC's portfolio in Q2 2026, its #15 holding.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.