A detailed history of Investment Planning Advisors, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 4,070 shares of WMT stock, worth $421,733. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,070
Previous 3,580 13.69%
Holding current value
$421,733
Previous $314,000 26.43%
% of portfolio
0.2%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

BUY
$81.79 - $99.98 $40,077 - $48,990
490 Added 13.69%
4,070 $397,000
Q1 2025

Apr 22, 2025

BUY
$84.5 - $105.05 $114,582 - $142,447
1,356 Added 60.97%
3,580 $314,000
Q4 2024

Jan 22, 2025

BUY
$79.1 - $95.7 $175,918 - $212,836
2,224 New
2,224 $200,000

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $281B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
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