Comprehensive Financial Planning, Inc./PA
Position in WMT — Walmart Inc.
CIK 2044855
EAST PETERSBURG, PA
Position in WMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,613
-$1,881 QoQ
Shares Held
182
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4,340
of 4,382 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Comprehensive Financial Planning, Inc./PA holds $2,159,742 across 3 Discount Stores names. WMT ranks #2 (1.0% of the industry book) .
All Filings in WMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,613 | 182 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $22,494 | 181 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $20,165 | 181 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,653 | 181 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,698 | 181 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,802 | 180 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $16,263 | 180 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||