WIM
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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
Q2 		$15.5M Sell
137,070
-10,676
-7% -$1.33M 0.77% 30
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 $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

WealthPlan Investment Management's WMT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Walmart Inc (WMT) stake by 7.2% in Q2 2026, selling an estimated $1.33M and leaving 137,070 shares worth $15.5M. The position accounts for 0.77% of the portfolio, ranked #30.

WealthPlan Investment Management first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $20M in Q3 2025. 4,409 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • WealthPlan Investment Management held 137,070 shares of Walmart Inc worth $15.5M as of Q2 2026.
  • WealthPlan Investment Management sold 10,676 Walmart Inc shares in Q2 2026, an estimated $1.33M.
  • Walmart Inc made up 0.77% of WealthPlan Investment Management's portfolio in Q2 2026, its #30 holding.
  • WealthPlan Investment Management first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Walmart Inc position peaked at $20M in Q3 2025.
  • 4,409 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.