Strategic Planning Group’s Walmart Inc WMT Stock Holding History

Strategic 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	$23.3M	Buy	205,911 +13,324	+7%	+$1.65M	2.54%	14
2026 Q1	$23.9M	Sell	192,587 -43,402	-18%	-$5.33M	3.35%	7
2025 Q4	$26.3M	Buy	235,989 +9,977	+4%	+$1.07M	3.38%	8
2025 Q3	$23.3M	Buy	226,012 +61,438	+37%	+$6.12M	3.15%	8
2025 Q2	$16.1M	Buy	164,574 +8,224	+5%	+$784K	2.61%	12
2025 Q1	$13.7M	Sell	156,350 -18,660	-11%	-$1.75M	2.69%	11
2024 Q4	$15.8M	Buy	175,010 +2,366	+1%	+$205K	2.91%	11
2024 Q3	$13.9M	Buy	172,644 +6,687	+4%	+$491K	2.75%	11
2024 Q2	$11.2M	Buy	165,957 +18,039	+12%	+$1.14M	2.46%	14
2024 Q1	$8.9M	Buy	147,918 +24,588	+20%	+$1.41M	2.23%	14
2023 Q4	$6.48M	Buy	+123,330	New	+$6.53M	2.15%	14

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

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

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

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Strategic Planning Group's WMT Position: Q2 2026 in Review

Strategic Planning Group increased its Walmart Inc (WMT) stake by 6.9% in Q2 2026, buying an estimated $1.65M and bringing the position to 205,911 shares worth $23.3M. The position accounts for 2.54% of the portfolio, ranked #14.

Strategic Planning Group first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.3M in Q4 2025. 1,201 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Strategic Planning Group held 205,911 shares of Walmart Inc worth $23.3M as of Q2 2026.
Strategic Planning Group bought 13,324 Walmart Inc shares in Q2 2026, an estimated $1.65M.
Walmart Inc made up 2.54% of Strategic Planning Group's portfolio in Q2 2026, its #14 holding.
Strategic Planning Group first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Strategic Planning Group's Walmart Inc position peaked at $26.3M in Q4 2025.
1,201 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.