Spartan Planning & Wealth Management’s Walmart Inc WMT Stock Holding History

Spartan Planning & Wealth Management’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	$663K	Sell	5,850 -4,950	-46%	-$615K	0.44%	39
2026 Q1	$1.34M	Buy	10,800 +1,397	+15%	+$172K	0.99%	22
2025 Q4	$1.05M	Buy	9,403 +380	+4%	+$40.8K	0.77%	25
2025 Q3	$930K	Sell	9,023 -244	-3%	-$24.3K	0.73%	28
2025 Q2	$906K	Buy	9,267 +3,821	+70%	+$364K	0.78%	27
2025 Q1	$478K	Sell	5,446 -3,204	-37%	-$301K	0.46%	38
2024 Q4	$782K	Buy	+8,650	New	+$751K	0.71%	32
2023 Q4	$177K	Buy	3,360 +2,022	+151%	+$107K	0.19%	61
2023 Q3	$71.3K	Buy	+1,338	New	+$71.2K	0.08%	81
2022 Q4	$116K	Buy	+2,448	New	+$116K	0.14%	76
2022 Q2	–	Sell	-1,992	Closed	-$99K	–	160
2022 Q1	$99K	Buy	+1,992	New	+$93.5K	0.12%	69

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Spartan Planning & Wealth Management's WMT Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Walmart Inc (WMT) stake by 46% in Q2 2026, selling an estimated $615K and leaving 5,850 shares worth $663K. The position accounts for 0.44% of the portfolio, ranked #39.

Spartan Planning & Wealth Management first reported a position in WMT in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Spartan Planning & Wealth Management held 5,850 shares of Walmart Inc worth $663K as of Q2 2026.
Spartan Planning & Wealth Management sold 4,950 Walmart Inc shares in Q2 2026, an estimated $615K.
Walmart Inc made up 0.44% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #39 holding.
Spartan Planning & Wealth Management first reported a position in Walmart Inc in Q1 2022 and has held it in 11 quarters since.
Spartan Planning & Wealth Management's Walmart Inc position peaked at $1.34M in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.