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Stonebridge Financial Planning Group’s Walmart Inc WMT Stock Holding History

Stonebridge Financial 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
2026
Q2 		$1.09M Buy
9,604
+78
+0.8% +$9.68K 0.35% 83
2026
Q1 		$1.18M Buy
9,526
+9
+0.1% +$1.1K 0.43% 71
2025
Q4 		$1.06M Buy
9,517
+234
+3% +$25.1K 0.38% 81
2025
Q3 		$957K Buy
9,283
+3
+0% +$299 0.36% 81
2025
Q2 		$907K Buy
9,280
+665
+8% +$63.4K 0.38% 78
2025
Q1 		$756K Buy
8,615
+2,262
+36% +$212K 0.35% 84
2024
Q4 		$574K Buy
6,353
+260
+4% +$22.6K 0.26% 98
2024
Q3 		$492K Buy
6,093
+1,360
+29% +$99.9K 0.23% 106
2024
Q2 		$320K Buy
+4,733
New +$298K 0.16% 131
2022
Q1 		– Sell
-2,508
Closed -$115K – 363
2021
Q4 		$115K Buy
2,508
+3
+0.1% +$143 0.06% 150
2021
Q3 		$125K Buy
2,505
+3
+0.1% +$145 0.06% 148
2021
Q2 		$117K Buy
2,502
+3
+0.1% +$140 0.06% 147
2021
Q1 		$116K Sell
2,499
-117
-4% -$5.42K 0.07% 144
2020
Q4 		$126K Buy
2,616
+210
+9% +$10.2K 0.08% 135
2020
Q3 		$116K Buy
2,406
+3
+0.1% +$133 0.08% 124
2020
Q2 		$95K Buy
2,403
+603
+34% +$24.8K 0.08% 133
2020
Q1 		$73K Buy
1,800
+1,350
+300% +$51.9K 0.07% 145
2019
Q4 		$18K Buy
+450
New +$17.9K 0.02% 249

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stonebridge Financial Planning Group's WMT Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Walmart Inc (WMT) stake by 0.82% in Q2 2026, buying an estimated $9.68K and bringing the position to 9,604 shares worth $1.09M. The position accounts for 0.35% of the portfolio, ranked #83.

Stonebridge Financial Planning Group first reported a position in WMT in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.18M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Stonebridge Financial Planning Group held 9,604 shares of Walmart Inc worth $1.09M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 78 Walmart Inc shares in Q2 2026, an estimated $9.68K.
  • Walmart Inc made up 0.35% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #83 holding.
  • Stonebridge Financial Planning Group first reported a position in Walmart Inc in Q4 2019 and has held it in 18 quarters since.
  • Stonebridge Financial Planning Group's Walmart Inc position peaked at $1.18M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.