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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
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 $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 (New York)'s WMT Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Walmart Inc (WMT) stake by 4.6% in Q1 2026, buying an estimated $32.9K and bringing the position to 6,106 shares worth $760K. The position accounts for 0.49% of the portfolio, ranked #37.

Retirement Planning Group (New York) first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Retirement Planning Group (New York) held 6,106 shares of Walmart Inc worth $760K as of Q1 2026.
  • Retirement Planning Group (New York) bought 268 Walmart Inc shares in Q1 2026, an estimated $32.9K.
  • Walmart Inc made up 0.49% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #37 holding.
  • Retirement Planning Group (New York) first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.