Plotkin Financial Advisors
WMT icon

Plotkin Financial Advisors’s Walmart Inc WMT Stock Holding History

Plotkin Financial Advisors’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
Q3 		$252K Sell
2,039
-111
-5% -$12.2K 0.11% 101
2026
Q2 		$244K Sell
2,150
-62
-3% -$7.7K 0.1% 101
2026
Q1 		$275K Sell
2,212
-58
-3% -$7.12K 0.14% 82
2025
Q4 		$253K Sell
2,270
-125
-5% -$13.4K 0.12% 86
2025
Q3 		$247K Sell
2,395
-41
-2% -$4.08K 0.12% 85
2025
Q2 		$238K Hold
2,436
– – 0.13% 83
2025
Q1 		$214K Buy
2,436
+28
+1% +$2.63K 0.13% 84
2024
Q4 		$218K Buy
+2,408
New +$209K 0.13% 85

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Plotkin Financial Advisors's WMT Position: Q3 2026 in Review

Plotkin Financial Advisors reduced its Walmart Inc (WMT) stake by 5.2% in Q3 2026, selling an estimated $12.2K and leaving 2,039 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #101.

Plotkin Financial Advisors first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $275K in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Plotkin Financial Advisors held 2,039 shares of Walmart Inc worth $252K as of Q3 2026.
  • Plotkin Financial Advisors sold 111 Walmart Inc shares in Q3 2026, an estimated $12.2K.
  • Walmart Inc made up 0.11% of Plotkin Financial Advisors's portfolio in Q3 2026, its #101 holding.
  • Plotkin Financial Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • Plotkin Financial Advisors's Walmart Inc position peaked at $275K in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Plotkin Financial Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.