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 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 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

Sequent Planning's WMT Position: Q1 2026 in Review

Sequent Planning reduced its Walmart Inc (WMT) stake by 0.15% in Q1 2026, selling an estimated $982 and leaving 5,296 shares worth $658K. The position accounts for 0.16% of the portfolio, ranked #108.

Sequent Planning first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Sequent Planning held 5,296 shares of Walmart Inc worth $658K as of Q1 2026.
Sequent Planning sold 8 Walmart Inc shares in Q1 2026, an estimated $982.
Walmart Inc made up 0.16% of Sequent Planning's portfolio in Q1 2026, its #108 holding.
Sequent Planning first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.