St. Louis Financial Planners Asset Management’s Walmart Inc WMT Stock Holding History

St. Louis Financial Planners Asset 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	–	Sell	-22,442	Closed	-$2.79M	–	44
2026 Q1	$2.79M	Sell	22,442 -4,076	-15%	-$500K	1.58%	20
2025 Q4	$2.95M	Sell	26,518 -1,027	-4%	-$110K	1.82%	22
2025 Q3	$2.84M	Buy	+27,545	New	+$2.74M	1.83%	23
2025 Q1	–	Sell	-36,719	Closed	-$3.32M	–	40
2024 Q4	$3.32M	Buy	36,719 +8,852	+32%	+$768K	2.4%	8
2024 Q3	$2.26M	Sell	27,867 -2,183	-7%	-$160K	1.79%	14
2024 Q2	$2.03M	Sell	30,050 -2,888	-9%	-$182K	1.74%	22
2024 Q1	$1.96M	Buy	32,938 +235	+0.7%	+$13.4K	1.76%	18
2023 Q4	$1.72M	Buy	+32,703	New	+$1.73M	1.6%	21
2023 Q2	–	Sell	-31,239	Closed	-$1.54M	–	42
2023 Q1	$1.54M	Sell	31,239 -1,449	-4%	-$68.8K	1.75%	26
2022 Q4	$1.54M	Buy	+32,688	New	+$1.55M	1.51%	13

Other funds holding WMT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

St. Louis Financial Planners Asset Management's WMT Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 22,442 shares — an estimated $2.79M sold.

St. Louis Financial Planners Asset Management first reported a position in WMT in Q4 2022 and held it in 10 quarters. The position peaked at $3.32M in Q4 2024. 2,440 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

St. Louis Financial Planners Asset Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 22,442 Walmart Inc shares in Q2 2026, an estimated $2.79M.
St. Louis Financial Planners Asset Management first reported a position in Walmart Inc in Q4 2022 and held it in 10 quarters.
St. Louis Financial Planners Asset Management's Walmart Inc position peaked at $3.32M in Q4 2024.
2,440 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.