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Valtinson Bruner Financial Planning’s Walmart Inc WMT Stock Holding History

Valtinson Bruner 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 		$266K Buy
2,353
+96
+4% +$11.9K 0.07% 149
2026
Q1 		$281K Buy
+2,257
New +$277K 0.08% 129

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 $3.38T AUM 44.17% 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

Valtinson Bruner Financial Planning's WMT Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Walmart Inc (WMT) stake by 4.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,353 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #149.

Valtinson Bruner Financial Planning first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $281K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Valtinson Bruner Financial Planning held 2,353 shares of Walmart Inc worth $266K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 96 Walmart Inc shares in Q2 2026, an estimated $11.9K.
  • Walmart Inc made up 0.07% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #149 holding.
  • Valtinson Bruner Financial Planning first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • Valtinson Bruner Financial Planning's Walmart Inc position peaked at $281K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.