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Virginia Estate & Retirement Planning Advisors’s Walmart Inc WMT Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$47.5K Buy
417
+237
+132% +$29.4K 0.06% 47
2026
Q1 		$22.2K Buy
+180
New +$22.1K 0.04% 62

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

Virginia Estate & Retirement Planning Advisors's WMT Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its Walmart Inc (WMT) stake by 132% in Q2 2026, buying an estimated $29.4K and bringing the position to 417 shares worth $47.5K. The position accounts for 0.06% of the portfolio, ranked #47.

Virginia Estate & Retirement Planning Advisors first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. 4,346 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 417 shares of Walmart Inc worth $47.5K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors bought 237 Walmart Inc shares in Q2 2026, an estimated $29.4K.
  • Walmart Inc made up 0.06% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #47 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • 4,346 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.