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Planning Strategies’s Walmart Inc WMT Stock Holding History

Planning Strategies’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 		$97.6K Buy
+862
New +$107K 0.06% 102

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Planning Strategies's WMT Position: Q2 2026 in Review

Planning Strategies opened a new position in Walmart Inc (WMT) in Q2 2026: 862 shares worth $97.6K. The stake represents 0.06% of the portfolio and ranks #102 among its holdings.

4,231 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Planning Strategies held 862 shares of Walmart Inc worth $97.6K as of Q2 2026.
  • Walmart Inc was a new Planning Strategies position in Q2 2026.
  • Walmart Inc made up 0.06% of Planning Strategies's portfolio in Q2 2026, its #102 holding.
  • 4,231 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.