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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Total Wealth Planning & Management's WMT Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Walmart Inc (WMT) stake by 8.9% in Q1 2026, buying an estimated $105K and bringing the position to 10,422 shares worth $1.3M. The position accounts for 0.96% of the portfolio, ranked #25.

Total Wealth Planning & Management first reported a position in WMT in Q4 2024 and has held it in 5 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Total Wealth Planning & Management held 10,422 shares of Walmart Inc worth $1.3M as of Q1 2026.
  • Total Wealth Planning & Management bought 852 Walmart Inc shares in Q1 2026, an estimated $105K.
  • Walmart Inc made up 0.96% of Total Wealth Planning & Management's portfolio in Q1 2026, its #25 holding.
  • Total Wealth Planning & Management first reported a position in Walmart Inc in Q4 2024 and has held it in 5 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.