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

Retirement Planning Group (New York)’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 		$692K Buy
6,108
+2
+0% +$248 0.38% 48
2026
Q1 		$760K Buy
6,106
+268
+5% +$32.9K 0.49% 37
2025
Q4 		$652K Sell
5,838
-111
-2% -$11.9K 0.44% 42
2025
Q3 		$613K Buy
5,949
+353
+6% +$35.1K 0.46% 40
2025
Q2 		$547K Buy
5,596
+1
+0% +$95 0.48% 40
2025
Q1 		$491K Buy
5,595
+341
+6% +$32K 0.5% 40
2024
Q4 		$475K Buy
+5,254
New +$456K 0.52% 40

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

Retirement Planning Group (New York)'s WMT Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Walmart Inc (WMT) stake by 0.03% in Q2 2026, buying an estimated $248 and bringing the position to 6,108 shares worth $692K. The position accounts for 0.38% of the portfolio, ranked #48.

Retirement Planning Group (New York) first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $760K in Q1 2026. 4,409 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Retirement Planning Group (New York) held 6,108 shares of Walmart Inc worth $692K as of Q2 2026.
  • Retirement Planning Group (New York) bought 2 Walmart Inc shares in Q2 2026, an estimated $248.
  • Walmart Inc made up 0.38% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #48 holding.
  • Retirement Planning Group (New York) first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (New York)'s Walmart Inc position peaked at $760K in Q1 2026.
  • 4,409 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.