Treasure Coast Financial Planning’s Walmart Inc WMT Stock Holding History

Treasure Coast Financial Planning’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	$204K	Sell	1,800 -3,000	-63%	-$372K	0.1%	48
2026 Q1	$597K	Hold	4,800	–	–	0.31%	29
2025 Q4	$535K	Sell	4,800 -216	-4%	-$23.2K	0.28%	29
2025 Q3	$517K	Hold	5,016	–	–	0.29%	29
2025 Q2	$490K	Hold	5,016	–	–	0.29%	27
2025 Q1	$440K	Buy	5,016 +1,000	+25%	+$93.8K	0.27%	27
2024 Q4	$363K	Hold	4,016	–	–	0.24%	29
2024 Q3	$324K	Sell	4,016 -12	-0.3%	-$881	0.2%	28
2024 Q2	$273K	Hold	4,028	–	–	0.18%	29
2024 Q1	$242K	Buy	+4,028	New	+$230K	0.16%	31

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Treasure Coast Financial Planning's WMT Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its Walmart Inc (WMT) stake by 63% in Q2 2026, selling an estimated $372K and leaving 1,800 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #48.

Treasure Coast Financial Planning first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $597K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Treasure Coast Financial Planning held 1,800 shares of Walmart Inc worth $204K as of Q2 2026.
Treasure Coast Financial Planning sold 3,000 Walmart Inc shares in Q2 2026, an estimated $372K.
Walmart Inc made up 0.1% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #48 holding.
Treasure Coast Financial Planning first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Treasure Coast Financial Planning's Walmart Inc position peaked at $597K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.