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Walled Lake Planning & Wealth Management’s Walmart Inc WMT Stock Holding History

Walled Lake Planning & Wealth 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
Q2 		$628K Buy
5,542
+15
+0.3% +$1.86K 0.16% 69
2026
Q1 		$687K Buy
5,527
+759
+16% +$93.2K 0.2% 59
2025
Q4 		$531K Hold
4,768
– – 0.17% 72
2025
Q3 		$491K Buy
4,768
+9
+0.2% +$896 0.16% 75
2025
Q2 		$465K Buy
4,759
+1,567
+49% +$149K 0.15% 74
2025
Q1 		$280K Buy
3,192
+5
+0.2% +$469 0.1% 105
2024
Q4 		$288K Hold
3,187
– – 0.11% 111
2024
Q3 		$257K Buy
3,187
+6
+0.2% +$441 0.1% 107
2024
Q2 		$215K Buy
+3,181
New +$200K 0.09% 109
2021
Q4 		– Sell
-3,321
Closed -$154K – 314
2021
Q3 		$154K Buy
3,321
+12
+0.4% +$578 0.09% 90
2021
Q2 		$156K Buy
3,309
+21
+0.6% +$978 0.1% 90
2021
Q1 		$149K Buy
3,288
+9
+0.3% +$417 0.1% 87
2020
Q4 		$158K Sell
3,279
-84
-2% -$4.08K 0.12% 77
2020
Q3 		$157K Buy
3,363
+9
+0.3% +$400 0.13% 75
2020
Q2 		$134K Sell
3,354
-276
-8% -$11.4K 0.11% 78
2020
Q1 		$137K Buy
3,630
+396
+12% +$15.2K 0.13% 69
2019
Q4 		$128K Buy
+3,234
New +$128K 0.09% 83

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Walled Lake Planning & Wealth Management's WMT Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Walmart Inc (WMT) stake by 0.27% in Q2 2026, buying an estimated $1.86K and bringing the position to 5,542 shares worth $628K. The position accounts for 0.16% of the portfolio, ranked #69.

Walled Lake Planning & Wealth Management first reported a position in WMT in Q4 2019 and has held it in 17 quarters since. The position peaked at $687K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 5,542 shares of Walmart Inc worth $628K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 15 Walmart Inc shares in Q2 2026, an estimated $1.86K.
  • Walmart Inc made up 0.16% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 17 quarters since.
  • Walled Lake Planning & Wealth Management's Walmart Inc position peaked at $687K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.