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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
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

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

S.E.E.D. Planning Group's WMT Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its Walmart Inc (WMT) stake by 21% in Q2 2026, buying an estimated $250K and bringing the position to 11,552 shares worth $1.31M. The position accounts for 0.35% of the portfolio, ranked #51.

S.E.E.D. Planning Group first reported a position in WMT in Q4 2020 and has held it in 20 quarters since. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • S.E.E.D. Planning Group held 11,552 shares of Walmart Inc worth $1.31M as of Q2 2026.
  • S.E.E.D. Planning Group bought 2,015 Walmart Inc shares in Q2 2026, an estimated $250K.
  • Walmart Inc made up 0.35% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #51 holding.
  • S.E.E.D. Planning Group first reported a position in Walmart Inc in Q4 2020 and has held it in 20 quarters since.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.