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
2021 Q1	–	Sell	-3,000	Closed	-$29K	–	79
2020 Q4	$29K	Buy	+3,000	New	+$146K	0.02%	69

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

S.E.E.D. Planning Group's WMT Position: Q1 2026 in Review

S.E.E.D. Planning Group increased its Walmart Inc (WMT) stake by 3.2% in Q1 2026, buying an estimated $36.8K and bringing the position to 9,537 shares worth $1.19M. The position accounts for 0.34% of the portfolio, ranked #49.

S.E.E.D. Planning Group first reported a position in WMT in Q4 2020 and has held it in 19 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

S.E.E.D. Planning Group held 9,537 shares of Walmart Inc worth $1.19M as of Q1 2026.
S.E.E.D. Planning Group bought 300 Walmart Inc shares in Q1 2026, an estimated $36.8K.
Walmart Inc made up 0.34% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #49 holding.
S.E.E.D. Planning Group first reported a position in Walmart Inc in Q4 2020 and has held it in 19 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.