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Welch Financial Planning’s Walmart Inc WMT Stock Holding History

Welch Financial Planning’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 		$209K Buy
1,844
+206
+13% +$25.6K 0.12% 70
2026
Q1 		$204K Buy
+1,638
New +$201K 0.15% 66

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Welch Financial Planning's WMT Position: Q2 2026 in Review

Welch Financial Planning increased its Walmart Inc (WMT) stake by 13% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,844 shares worth $209K. The position accounts for 0.12% of the portfolio, ranked #70.

Welch Financial Planning first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. 2,771 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Welch Financial Planning held 1,844 shares of Walmart Inc worth $209K as of Q2 2026.
  • Welch Financial Planning bought 206 Walmart Inc shares in Q2 2026, an estimated $25.6K.
  • Walmart Inc made up 0.12% of Welch Financial Planning's portfolio in Q2 2026, its #70 holding.
  • Welch Financial Planning first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.