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S.E.E.D. Planning Group’s Walmart Inc WMT Stock Holding History

S.E.E.D. Planning Group’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
Q3 		$1.92M Buy
18,455
+6,903
+60% +$758K 0.47% 50
2026
Q2 		$1.31M Buy
11,552
+2,015
+21% +$250K 0.35% 51
2026
Q1 		$1.19M Buy
9,537
+300
+3% +$36.8K 0.34% 49
2025
Q4 		$1.03M Sell
9,237
-111
-1% -$11.9K 0.29% 48
2025
Q3 		$963K Sell
9,348
-322
-3% -$32.1K 0.28% 50
2025
Q2 		$946K Sell
9,670
-513
-5% -$48.9K 0.3% 51
2025
Q1 		$894K Sell
10,183
-753
-7% -$70.6K 0.3% 53
2024
Q4 		$988K Sell
10,936
-843
-7% -$73.2K 0.33% 54
2024
Q3 		$951K Sell
11,779
-902
-7% -$66.2K 0.32% 54
2024
Q2 		$859K Sell
12,681
-200
-2% -$12.6K 0.31% 55
2024
Q1 		$775K Buy
12,881
+194
+2% +$11.1K 0.28% 56
2023
Q4 		$667K Sell
12,687
-1,944
-13% -$103K 0.27% 51
2023
Q3 		$780K Sell
14,631
-1,095
-7% -$58.3K 0.3% 47
2023
Q2 		$824K Buy
15,726
+90
+0.6% +$4.54K 0.29% 49
2023
Q1 		$769K Sell
15,636
-1,011
-6% -$48K 0.3% 47
2022
Q4 		$787K Buy
16,647
+138
+0.8% +$6.55K 0.34% 44
2022
Q3 		$714K Buy
16,509
+5,070
+44% +$222K 0.33% 47
2022
Q2 		$464K Buy
11,439
+2,730
+31% +$126K 0.21% 54
2022
Q1 		$432K Buy
8,709
+432
+5% +$20.3K 0.18% 56
2021
Q4 		$399K Buy
+8,277
New +$395K 0.17% 58
2021
Q1 		– Sell
-3,861
Closed -$186K – 80
2020
Q4 		$186K Buy
+3,861
New +$187K 0.11% 67

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

S.E.E.D. Planning Group's WMT Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its Walmart Inc (WMT) stake by 60% in Q3 2026, buying an estimated $758K and bringing the position to 18,455 shares worth $1.92M. The position accounts for 0.47% of the portfolio, ranked #50.

S.E.E.D. Planning Group first reported a position in WMT in Q4 2020 and has held it in 21 quarters since. 874 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • S.E.E.D. Planning Group held 18,455 shares of Walmart Inc worth $1.92M as of Q3 2026.
  • S.E.E.D. Planning Group bought 6,903 Walmart Inc shares in Q3 2026, an estimated $758K.
  • Walmart Inc made up 0.47% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #50 holding.
  • S.E.E.D. Planning Group first reported a position in Walmart Inc in Q4 2020 and has held it in 21 quarters since.
  • 874 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.