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XY Planning Network’s Walmart Inc WMT Stock Holding History

XY Planning Network’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 		$1.31M Buy
11,564
+2,885
+33% +$358K 0.16% 120
2026
Q1 		$1.08M Buy
8,679
+497
+6% +$61K 0.17% 123
2025
Q4 		$912K Buy
+8,182
New +$879K 0.16% 127

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

XY Planning Network's WMT Position: Q2 2026 in Review

XY Planning Network increased its Walmart Inc (WMT) stake by 33% in Q2 2026, buying an estimated $358K and bringing the position to 11,564 shares worth $1.31M. The position accounts for 0.16% of the portfolio, ranked #120.

XY Planning Network first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • XY Planning Network held 11,564 shares of Walmart Inc worth $1.31M as of Q2 2026.
  • XY Planning Network bought 2,885 Walmart Inc shares in Q2 2026, an estimated $358K.
  • Walmart Inc made up 0.16% of XY Planning Network's portfolio in Q2 2026, its #120 holding.
  • XY Planning Network first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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