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Walled Lake Planning & Wealth Management’s Flowers Foods FLO Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-156,573
Closed -$1.7M – 140
2025
Q4 		$1.7M Buy
156,573
+103,970
+198% +$1.21M 0.54% 37
2025
Q3 		$686K Sell
52,603
-112,944
-68% -$1.71M 0.23% 59
2025
Q2 		$2.65M Buy
165,547
+2,846
+2% +$49.1K 0.86% 32
2025
Q1 		$3.09M Buy
162,701
+1,109
+0.7% +$21.2K 1.1% 30
2024
Q4 		$3.34M Buy
161,592
+3,637
+2% +$80K 1.24% 24
2024
Q3 		$3.64M Buy
157,955
+1,355
+0.9% +$30.8K 1.37% 25
2024
Q2 		$3.48M Sell
156,600
-4,883
-3% -$116K 1.42% 25
2024
Q1 		$3.84M Buy
161,483
+105,629
+189% +$2.41M 1.57% 22
2023
Q4 		$1.26M Sell
55,854
-122,451
-69% -$2.64M 0.58% 34
2023
Q3 		$3.95M Buy
178,305
+3,658
+2% +$87.6K 1.98% 21
2023
Q2 		$4.35M Buy
+174,647
New +$4.63M 2.11% 20

Other funds holding FLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FLO Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management sold out of Flowers Foods (FLO) in Q1 2026, closing a stake of 156,573 shares — an estimated $1.7M sold.

Walled Lake Planning & Wealth Management first reported a position in FLO in Q2 2023 and held it in 11 quarters. The position peaked at $4.35M in Q2 2023. 425 funds tracked by Wall St. Rank hold FLO as of Q1 2026.

  • Walled Lake Planning & Wealth Management reported no remaining Flowers Foods position as of Q1 2026 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 156,573 Flowers Foods shares in Q1 2026, an estimated $1.7M.
  • Walled Lake Planning & Wealth Management first reported a position in Flowers Foods in Q2 2023 and held it in 11 quarters.
  • Walled Lake Planning & Wealth Management's Flowers Foods position peaked at $4.35M in Q2 2023.
  • 425 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.