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

Total Wealth Planning & 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 		$1.08M Sell
9,511
-911
-9% -$113K 0.73% 37
2026
Q1 		$1.3M Buy
10,422
+852
+9% +$105K 0.96% 25
2025
Q4 		$1.07M Buy
+9,570
New +$1.03M 0.79% 30
2025
Q2 		$841K Sell
8,597
-425
-5% -$40.5K 0.68% 36
2025
Q1 		$792K Sell
9,022
-426
-5% -$40K 0.75% 33
2024
Q4 		$854K Buy
+9,448
New +$820K 0.77% 26

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Total Wealth Planning & Management reduced its Walmart Inc (WMT) stake by 8.7% in Q2 2026, selling an estimated $113K and leaving 9,511 shares worth $1.08M. The position accounts for 0.73% of the portfolio, ranked #37.

Total Wealth Planning & Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Total Wealth Planning & Management held 9,511 shares of Walmart Inc worth $1.08M as of Q2 2026.
  • Total Wealth Planning & Management sold 911 Walmart Inc shares in Q2 2026, an estimated $113K.
  • Walmart Inc made up 0.73% of Total Wealth Planning & Management's portfolio in Q2 2026, its #37 holding.
  • Total Wealth Planning & Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Walmart Inc position peaked at $1.3M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.