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Sequent Planning’s Walmart Inc WMT Stock Holding History

Sequent Planning’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 		$599K Sell
5,290
-6
-0.1% -$745 0.13% 130
2026
Q1 		$658K Sell
5,296
-8
-0.2% -$982 0.16% 108
2025
Q4 		$591K Buy
5,304
+1,938
+58% +$208K 0.15% 112
2025
Q3 		$347K Sell
3,366
-3
-0.1% -$299 0.1% 144
2025
Q2 		$329K Buy
3,369
+156
+5% +$14.9K 0.1% 117
2025
Q1 		$282K Sell
3,213
-144
-4% -$13.5K 0.1% 121
2024
Q4 		$303K Sell
3,357
-2,273
-40% -$197K 0.11% 114
2024
Q3 		$455K Sell
5,630
-40
-0.7% -$2.94K 0.16% 92
2024
Q2 		$383K Sell
5,670
-3
-0.1% -$189 0.13% 97
2024
Q1 		$341K Buy
+5,673
New +$325K 0.12% 105

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

Sequent Planning's WMT Position: Q2 2026 in Review

Sequent Planning reduced its Walmart Inc (WMT) stake by 0.11% in Q2 2026, selling an estimated $745 and leaving 5,290 shares worth $599K. The position accounts for 0.13% of the portfolio, ranked #130.

Sequent Planning first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $658K in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sequent Planning held 5,290 shares of Walmart Inc worth $599K as of Q2 2026.
  • Sequent Planning sold 6 Walmart Inc shares in Q2 2026, an estimated $745.
  • Walmart Inc made up 0.13% of Sequent Planning's portfolio in Q2 2026, its #130 holding.
  • Sequent Planning first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Sequent Planning's Walmart Inc position peaked at $658K in Q1 2026.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.