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Retirement Planning Group (Kansas)’s Walmart Inc WMT Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$13.9M Sell
112,007
-7,663
-6% -$941K 0.43% 30
2025
Q4 		$13.3M Buy
119,670
+6,902
+6% +$741K 0.44% 29
2025
Q3 		$11.6M Buy
112,768
+79,233
+236% +$7.89M 0.4% 31
2025
Q2 		$3.28M Buy
33,535
+1,472
+5% +$140K 0.14% 58
2025
Q1 		$2.81M Sell
32,063
-833
-3% -$78.1K 0.13% 65
2024
Q4 		$2.97M Sell
32,896
-2,801
-8% -$243K 0.15% 59
2024
Q3 		$2.88M Buy
35,697
+16,549
+86% +$1.22M 0.16% 68
2024
Q2 		$1.3M Sell
19,148
-2,520
-12% -$159K 0.08% 88
2024
Q1 		$1.3M Buy
21,668
+1,199
+6% +$68.6K 0.1% 81
2023
Q4 		$1.08M Sell
20,469
-921
-4% -$48.7K 0.1% 73
2023
Q3 		$1.14M Sell
21,390
-1,020
-5% -$54.3K 0.12% 55
2023
Q2 		$1.17M Buy
22,410
+513
+2% +$25.9K 0.12% 58
2023
Q1 		$1.08M Buy
21,897
+585
+3% +$27.8K 0.11% 59
2022
Q4 		$1.01M Buy
21,312
+57
+0.3% +$2.71K 0.12% 61
2022
Q3 		$919K Buy
21,255
+3,216
+18% +$141K 0.12% 61
2022
Q2 		$731K Buy
18,039
+738
+4% +$34K 0.09% 60
2022
Q1 		$859K Sell
17,301
-177
-1% -$8.31K 0.09% 51
2021
Q4 		$843K Buy
17,478
+3,102
+22% +$148K 0.08% 53
2021
Q3 		$668K Buy
14,376
+9
+0.1% +$434 0.08% 50
2021
Q2 		$675K Buy
14,367
+4,125
+40% +$192K 0.08% 55
2021
Q1 		$464K Sell
10,242
-3,324
-25% -$154K 0.06% 47
2020
Q4 		$652K Hold
13,566
– – 0.09% 41
2020
Q3 		$633K Buy
13,566
+8,298
+158% +$369K 0.1% 37
2020
Q2 		$210K Buy
+5,268
New +$217K 0.04% 56
2014
Q1 		– Sell
-7,626
Closed -$200K – 73
2013
Q4 		$200K Buy
+7,626
New +$197K 0.07% 70

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Planning Group (Kansas)'s WMT Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Walmart Inc (WMT) stake by 6.4% in Q1 2026, selling an estimated $941K and leaving 112,007 shares worth $13.9M. The position accounts for 0.43% of the portfolio, ranked #30.

Retirement Planning Group (Kansas) first reported a position in WMT in Q4 2013 and has held it in 25 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Retirement Planning Group (Kansas) held 112,007 shares of Walmart Inc worth $13.9M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 7,663 Walmart Inc shares in Q1 2026, an estimated $941K.
  • Walmart Inc made up 0.43% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #30 holding.
  • Retirement Planning Group (Kansas) first reported a position in Walmart Inc in Q4 2013 and has held it in 25 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.