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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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. 4,404 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.
4,404 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.