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Waller Financial Planning Group’s Walmart Inc WMT Stock Holding History

Waller Financial Planning Group’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 		$396K Buy
3,498
+806
+30% +$100K 0.08% 58
2026
Q1 		$335K Buy
2,692
+1
+0% +$123 0.07% 62
2025
Q4 		$300K Sell
2,691
-50
-2% -$5.37K 0.07% 63
2025
Q3 		$282K Sell
2,741
-1,545
-36% -$154K 0.06% 64
2025
Q2 		$419K Sell
4,286
-439
-9% -$41.8K 0.1% 55
2025
Q1 		$415K Buy
4,725
+1,921
+69% +$180K 0.12% 54
2024
Q4 		$253K Hold
2,804
– – 0.06% 63
2024
Q3 		$226K Buy
+2,804
New +$206K 0.06% 65

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Waller Financial Planning Group's WMT Position: Q2 2026 in Review

Waller Financial Planning Group increased its Walmart Inc (WMT) stake by 30% in Q2 2026, buying an estimated $100K and bringing the position to 3,498 shares worth $396K. The position accounts for 0.08% of the portfolio, ranked #58.

Waller Financial Planning Group first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $419K in Q2 2025. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Waller Financial Planning Group held 3,498 shares of Walmart Inc worth $396K as of Q2 2026.
  • Waller Financial Planning Group bought 806 Walmart Inc shares in Q2 2026, an estimated $100K.
  • Walmart Inc made up 0.08% of Waller Financial Planning Group's portfolio in Q2 2026, its #58 holding.
  • Waller Financial Planning Group first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • Waller Financial Planning Group's Walmart Inc position peaked at $419K in Q2 2025.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.