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Livermore
Livermore
ZHEN

Planning Center, Inc.

SEC CIK
0001910966
Latest filing
Jul 29, 2026

WMT holding history

Walmart Inc. in every 13F filed by Planning Center, 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)
6,251
Value
$708.0K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of WMT by Planning Center, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,251$708.0K0.1%+100+1.6%AddedHolders
Q1 20266,151$764.4K0.1%+133+2.2%AddedHolders
Q4 20256,018$670.5K0.1%00.0%UnchangedHolders
Q3 20256,018$620.2K0.1%00.0%UnchangedHolders
Q2 20256,018$588.4K0.1%00.0%UnchangedHolders
Q1 20256,018$528.3K0.1%+108+1.8%AddedHolders
Q4 20245,910$534.0K0.1%−78−1.3%ReducedHolders
Q3 20245,988$483.5K0.1%00.0%UnchangedHolders
Q2 20245,988$405.4K0.1%−167−2.7%ReducedHolders
Q1 20246,155$370.3K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20232,046$322.6K0.1%+80+4.1%AddedHolders
Q3 20231,966$314.4K0.1%−65−3.2%ReducedHolders
Q2 20232,031$319.2K0.1%+196+10.7%AddedHolders
Q1 20231,835$274.3K0.1%+99+5.7%AddedHolders
Q4 20221,736$246.1K0.1%00.0%UnchangedHolders
Q3 20221,736$230.0K0.2%00.0%UnchangedHolders
Q2 20221,736$217.0K0.2%+26+1.5%AddedHolders
Q1 20221,710$255.0K0.7%00.0%UnchangedHolders
Q4 20211,710$241.0K0.2%–No prior filingHolders