QFPS
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Quantum Financial Planning Services’s Walmart Inc WMT Stock Holding History

Quantum Financial Planning Services’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 		– Sell
-1,653
Closed -$205K – 62
2026
Q1 		$205K Buy
+1,653
New +$203K 0.07% 50

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Quantum Financial Planning Services's WMT Position: Q2 2026 in Review

Quantum Financial Planning Services sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,653 shares — an estimated $205K sold.

Quantum Financial Planning Services first reported a position in WMT in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 990 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Quantum Financial Planning Services reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Quantum Financial Planning Services sold 1,653 Walmart Inc shares in Q2 2026, an estimated $205K.
  • Quantum Financial Planning Services first reported a position in Walmart Inc in Q1 2026 and held it in 1 quarter.
  • Quantum Financial Planning Services's Walmart Inc position peaked at $205K in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.