Retirement Planning Co of New England, Inc.
PensionPosition in WMT — Walmart Inc.
CIK 1817693
Warwick, RI
Position in WMT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,214,826
-$128,640 QoQ
Shares Held
10,726
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,461
of 4,373 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Derivatives in WMT
reported options exposure · as of Dec 31, 2022CallValue
$14,178
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Retirement Planning Co of New England, Inc. holds $2,424,256 across 3 Discount Stores names. WMT ranks #1 (50.1% of the industry book) .
All Filings in WMT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,214,826 | 10,726 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,343,466 | 10,810 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,205,121 | 10,817 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,155,920 | 11,216 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,119,776 | 11,452 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,005,722 | 11,456 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $950,933 | 10,525 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $851,670 | 10,547 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $716,913 | 10,588 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $657,417 | 10,926 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $630,127 | 3,997 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $607,893 | 3,801 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $602,942 | 3,836 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $618,110 | 4,192 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $14,178 | 100 | Call | Sole | 2023-02-03 | |
| 2022-12-31 | $584,032 | 4,119 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $536,049 | 4,133 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $491,062 | 4,039 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $642,887 | 4,317 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $620,720 | 4,290 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||