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Plato Investment Management’s Walmart Inc WMT Stock Holding History

Plato Investment Management’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 		$10.9M Sell
96,939
-1,059
-1% -$131K 0.62% 30
2026
Q1 		$12.2M Hold
97,998
– – 0.82% 17
2025
Q4 		$11M Sell
97,998
-2,345
-2% -$252K 0.72% 16
2025
Q3 		$10.3M Hold
100,343
– – 0.7% 20
2025
Q2 		$9.78M Buy
100,343
+3,165
+3% +$302K 0.73% 19
2025
Q1 		$8.62M Sell
97,178
-2,455
-2% -$230K 0.73% 22
2024
Q4 		$9.03M Buy
99,633
+2,304
+2% +$200K 0.66% 23
2024
Q3 		$7.85M Buy
97,329
+397
+0.4% +$29.2K 0.64% 25
2024
Q2 		$6.56M Buy
96,932
+4,893
+5% +$308K 0.61% 28
2024
Q1 		$5.54M Buy
92,039
+76,100
+477% +$4.35M 0.57% 29
2023
Q4 		$838K Buy
+15,939
New +$843K 1.03% 17

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

Plato Investment Management's WMT Position: Q2 2026 in Review

Plato Investment Management reduced its Walmart Inc (WMT) stake by 1.1% in Q2 2026, selling an estimated $131K and leaving 96,939 shares worth $10.9M. The position accounts for 0.62% of the portfolio, ranked #30.

Plato Investment Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2M in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Plato Investment Management held 96,939 shares of Walmart Inc worth $10.9M as of Q2 2026.
  • Plato Investment Management sold 1,059 Walmart Inc shares in Q2 2026, an estimated $131K.
  • Walmart Inc made up 0.62% of Plato Investment Management's portfolio in Q2 2026, its #30 holding.
  • Plato Investment Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Walmart Inc position peaked at $12.2M in Q1 2026.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.