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PlanVest Financial’s Walmart Inc WMT Stock Holding History

PlanVest Financial’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 		$159K Sell
1,405
-56
-4% -$6.95K 0.11% 121
2026
Q1 		$182K Buy
+1,461
New +$179K 0.14% 97

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 $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PlanVest Financial's WMT Position: Q2 2026 in Review

PlanVest Financial reduced its Walmart Inc (WMT) stake by 3.8% in Q2 2026, selling an estimated $6.95K and leaving 1,405 shares worth $159K. The position accounts for 0.11% of the portfolio, ranked #121.

PlanVest Financial first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $182K in Q1 2026. 4,231 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • PlanVest Financial held 1,405 shares of Walmart Inc worth $159K as of Q2 2026.
  • PlanVest Financial sold 56 Walmart Inc shares in Q2 2026, an estimated $6.95K.
  • Walmart Inc made up 0.11% of PlanVest Financial's portfolio in Q2 2026, its #121 holding.
  • PlanVest Financial first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Walmart Inc position peaked at $182K in Q1 2026.
  • 4,231 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.