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WealthPlan Investment Management’s Walmart Inc WMT Stock Holding History

WealthPlan Investment 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
Q1 		$18.4M Buy
147,746
+1,443
+1% +$177K 1.02% 23
2025
Q4 		$16.3M Sell
146,303
-47,584
-25% -$5.11M 1.04% 21
2025
Q3 		$20M Sell
193,887
-3,631
-2% -$361K 1.33% 14
2025
Q2 		$19.3M Buy
197,518
+22,789
+13% +$2.17M 1.41% 15
2025
Q1 		$15.3M Sell
174,729
-15,524
-8% -$1.46M 1.51% 11
2024
Q4 		$17.2M Sell
190,253
-18,684
-9% -$1.62M 1.7% 9
2024
Q3 		$16.9M Buy
208,937
+22,961
+12% +$1.69M 1.71% 8
2024
Q2 		$12.6M Buy
185,976
+5,174
+3% +$326K 1.91% 7
2024
Q1 		$10.9M Buy
180,802
+44,239
+32% +$2.53M 1.66% 15
2023
Q4 		$7.18M Buy
136,563
+3,522
+3% +$186K 1.15% 34
2023
Q3 		$7.09M Buy
133,041
+109,404
+463% +$5.82M 1.25% 32
2023
Q2 		$1.24M Buy
23,637
+22,467
+1,920% +$1.13M 0.37% 70
2023
Q1 		$57.5K Sell
1,170
-27,972
-96% -$1.33M 0.01% 240
2022
Q4 		$1.42M Buy
29,142
+987
+4% +$46.9K 0.1% 147
2022
Q3 		$1.4M Buy
+28,155
New +$1.23M 0.1% 139
2022
Q1 		$1.24M Buy
+24,402
New +$1.15M 0.09% 152

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthPlan Investment Management's WMT Position: Q1 2026 in Review

WealthPlan Investment Management increased its Walmart Inc (WMT) stake by 0.99% in Q1 2026, buying an estimated $177K and bringing the position to 147,746 shares worth $18.4M. The position accounts for 1.02% of the portfolio, ranked #23.

WealthPlan Investment Management first reported a position in WMT in Q1 2022 and has held it in 16 quarters since. The position peaked at $20M in Q3 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • WealthPlan Investment Management held 147,746 shares of Walmart Inc worth $18.4M as of Q1 2026.
  • WealthPlan Investment Management bought 1,443 Walmart Inc shares in Q1 2026, an estimated $177K.
  • Walmart Inc made up 1.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #23 holding.
  • WealthPlan Investment Management first reported a position in Walmart Inc in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Walmart Inc position peaked at $20M in Q3 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.