Skip to main content

Plan A Wealth LLC

SEC CIK
0002093645
Latest filing
Jul 14, 2026

WMT holding history

Walmart Inc. in every 13F filed by Plan A Wealth LLC, 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)
2,426
Value
$274.8K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of WMT by Plan A Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,426$274.8K0.1%+2,426NewHolders