Planning Strategies Inc.’s Walmart Inc WMT Stock Holding History

Planning Strategies Inc.’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	$97.6K	Buy	+862	New	+$107K	0.06%	102

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Strategies Inc.'s WMT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Walmart Inc (WMT) in Q2 2026: 862 shares worth $97.6K. The stake represents 0.06% of the portfolio and ranks #102 among its holdings.

1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Planning Strategies Inc. held 862 shares of Walmart Inc worth $97.6K as of Q2 2026.
Walmart Inc was a new Planning Strategies Inc. position in Q2 2026.
Walmart Inc made up 0.06% of Planning Strategies Inc.'s portfolio in Q2 2026, its #102 holding.
1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.