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Retirement Planning Company of New England’s Walmart Inc WMT Stock Holding History

Retirement Planning Company of New England’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
2023
Q1 		– Sell
-300
Closed -$14.2K – 240
2022
Q4 		$14.2K Buy
+300
New +$14.2K 0.01% 227

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State Street
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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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Retirement Planning Company of New England's WMT Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Walmart Inc (WMT) stake by 0.78% in Q2 2026, selling an estimated $10.4K and leaving 10,726 shares worth $1.21M. The position accounts for 0.44% of the portfolio, ranked #63.

Retirement Planning Company of New England first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q1 2026. 3,579 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Retirement Planning Company of New England held 10,726 shares of Walmart Inc worth $1.21M as of Q2 2026.
  • Retirement Planning Company of New England sold 84 Walmart Inc shares in Q2 2026, an estimated $10.4K.
  • Walmart Inc made up 0.44% of Retirement Planning Company of New England's portfolio in Q2 2026, its #63 holding.
  • Retirement Planning Company of New England first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Walmart Inc position peaked at $1.34M in Q1 2026.
  • 3,579 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.