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Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

WMT holding history

Walmart Inc. in every 13F filed by Planned Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
5,429
Value
$614.9K
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of WMT by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,429$614.9K0.2%+144+2.7%AddedHolders
Q1 20265,285$656.8K0.2%−367−6.5%ReducedHolders
Q4 20255,652$629.7K0.2%+223+4.1%AddedHolders
Q3 20255,429$559.5K0.2%+20.0%AddedHolders
Q2 20255,427$530.7K0.2%+5+0.1%AddedHolders
Q1 20255,422$476.0K0.2%+20.0%AddedHolders
Q4 20245,420$489.7K0.2%−620−10.3%ReducedHolders
Q3 20246,040$487.8K0.2%+20.0%AddedHolders
Q2 20246,038$408.8K0.2%+890+17.3%AddedHolders
Q1 20245,148$309.8K0.2%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20231,716$270.5K0.1%00.0%UnchangedHolders
Q3 20231,716$274.4K0.2%00.0%UnchangedHolders
Q2 20231,716$269.7K0.2%00.0%UnchangedHolders
Q1 20231,716$253.0K0.2%+136+8.6%AddedHolders
Q4 20221,580$224.0K0.2%+1,580NewHolders
Q2 20220$00.0%−1,628−100.0%Sold outHolders
Q1 20221,628$242.0K0.2%+83+5.4%AddedHolders
Q4 20211,545$224.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20212,470$348.0K0.2%00.0%UnchangedHolders
Q1 20212,470$336.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.