Phillips Wealth Planners LLC / WMT
Phillips Wealth Planners LLC’s Walmart Inc Position
Does Phillips Wealth Planners LLC own Walmart Inc (WMT)? Yes — 17.0K shares worth $2M (+1.63% of its 13F portfolio) as of Q1 2026, down from 21.2K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
17.0K
% of Portfolio
+1.63%
Quarters Held
12
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 17.0K | $2M | +1.63% |
| Q4 2025 | 21.2K | $3M | +2.03% |
| Q3 2025 | 7.4K | $756,271 | +0.63% |
| Q2 2025 | 7.6K | $738,455 | +0.67% |
| Q1 2025 | 2.8K | $257,676 | +0.27% |
| Q4 2024 | 3.0K | $274,320 | +0.27% |
| Q3 2024 | 5.1K | $416,226 | +0.40% |
| Q2 2024 | 5.0K | $355,055 | +0.37% |
| Q1 2024 | 6.0K | $358,482 | +0.41% |
| Q4 2023 | 1.9K | $302,758 | +0.36% |
| Q3 2023 | 1.7K | $275,669 | +0.37% |
| Q2 2023 | 1.6K | $244,522 | +0.32% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phillips Wealth Planners LLC’s full portfolio or all institutional holders of WMT.