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WealthPLAN Partners’s Walmart Inc WMT Stock Holding History

WealthPLAN Partners’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 		$2.27M Sell
20,085
-20,125
-50% -$2.5M 0.43% 57
2026
Q1 		$5M Sell
40,210
-24,812
-38% -$3.05M 0.97% 26
2025
Q4 		$7.24M Sell
65,022
-4,773
-7% -$512K 1.08% 19
2025
Q3 		$7.19M Sell
69,795
-306
-0.4% -$30.5K 1.08% 21
2025
Q2 		$6.85M Sell
70,101
-22,880
-25% -$2.18M 1.1% 19
2025
Q1 		$8.16M Sell
92,981
-1,125
-1% -$106K 1.15% 19
2024
Q4 		$8.5M Sell
94,106
-451
-0.5% -$39.1K 1.21% 20
2024
Q3 		$7.64M Sell
94,557
-27,381
-22% -$2.01M 1.03% 22
2024
Q2 		$8.26M Buy
121,938
+4,105
+3% +$259K 0.89% 27
2024
Q1 		$7.09M Sell
117,833
-14,257
-11% -$816K 0.73% 37
2023
Q4 		$6.94M Sell
132,090
-4,743
-3% -$251K 0.71% 43
2023
Q3 		$7.29M Buy
136,833
+110,190
+414% +$5.86M 0.85% 33
2023
Q2 		$1.4M Sell
26,643
-1,869
-7% -$94.3K 0.2% 115
2023
Q1 		$1.4M Sell
28,512
-630
-2% -$29.9K 0.16% 126
2022
Q4 		$1.41M Buy
+29,142
New +$1.38M 0.1% 149
2022
Q1 		$1.24M Sell
24,402
-3,930
-14% -$185K 0.09% 152
2021
Q4 		$1.32M Sell
28,332
-555
-2% -$26.5K 0.09% 150
2021
Q3 		$1.33M Sell
28,887
-978
-3% -$47.1K 0.09% 145
2021
Q2 		$1.49M Sell
29,865
-3,888
-12% -$181K 0.11% 124
2021
Q1 		$1.58M Sell
33,753
-8,340
-20% -$386K 0.12% 116
2020
Q4 		$2M Sell
42,093
-1,158
-3% -$56.2K 0.17% 96
2020
Q3 		$2.14M Sell
43,251
-11,895
-22% -$529K 0.21% 92
2020
Q2 		$2.42M Buy
55,146
+918
+2% +$37.8K 0.25% 81
2020
Q1 		$2.23M Buy
54,228
+21,693
+67% +$834K 0.29% 79
2019
Q4 		$1.26M Sell
32,535
-1,593
-5% -$63.3K 0.15% 95
2019
Q3 		$1.38M Sell
34,128
-5,340
-14% -$202K 0.19% 95
2019
Q2 		$1.41M Sell
39,468
-102,543
-72% -$3.53M 0.21% 90
2019
Q1 		$4.73M Buy
142,011
+13,137
+10% +$426K 0.74% 43
2018
Q4 		$4.29M Buy
128,874
+9,492
+8% +$304K 0.69% 43
2018
Q3 		$3.75M Buy
119,382
+5,538
+5% +$169K 0.68% 41
2018
Q2 		$3.25M Buy
113,844
+26,385
+30% +$750K 0.67% 43
2018
Q1 		$2.59M Buy
87,459
+23,250
+36% +$748K 0.57% 45
2017
Q4 		$2.11M Buy
64,209
+3,348
+6% +$102K 0.57% 47
2017
Q3 		$1.58M Buy
60,861
+6,753
+12% +$177K 0.44% 53
2017
Q2 		$1.36M Buy
54,108
+52,413
+3,092% +$1.33M 0.39% 59
2017
Q1 		$40.5K Buy
+1,695
New +$39K 0.14% 126
2016
Q3 		$587K Sell
24,537
-22,932
-48% -$556K 0.19% 74
2016
Q2 		$625K Buy
+47,469
New +$1.1M 0.08% 160
2015
Q4 		$683K Buy
+93,354
New +$1.87M 0.11% 131
2015
Q2 		$70K Buy
2,973
+1,194
+67% +$30.4K 0.03% 153
2015
Q1 		$49K Buy
+1,779
New +$50.5K 0.02% 242

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

WealthPLAN Partners's WMT Position: Q2 2026 in Review

WealthPLAN Partners reduced its Walmart Inc (WMT) stake by 50% in Q2 2026, selling an estimated $2.5M and leaving 20,085 shares worth $2.27M. The position accounts for 0.43% of the portfolio, ranked #57.

WealthPLAN Partners first reported a position in WMT in Q1 2015 and has held it in 41 quarters since. The position peaked at $8.5M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • WealthPLAN Partners held 20,085 shares of Walmart Inc worth $2.27M as of Q2 2026.
  • WealthPLAN Partners sold 20,125 Walmart Inc shares in Q2 2026, an estimated $2.5M.
  • Walmart Inc made up 0.43% of WealthPLAN Partners's portfolio in Q2 2026, its #57 holding.
  • WealthPLAN Partners first reported a position in Walmart Inc in Q1 2015 and has held it in 41 quarters since.
  • WealthPLAN Partners's Walmart Inc position peaked at $8.5M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.