Dakota Wealth Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.39M | Sell |
59,439
-46,882
| -44% | -$5.76M | 0.16% | 134 |
|
|
2025
Q4 | $11.8M | Buy |
106,321
+16,125
| +18% | +$1.73M | 0.21% | 91 |
|
|
2025
Q3 | $9.3M | Sell |
90,196
-10,681
| -11% | -$1.06M | 0.19% | 106 |
|
|
2025
Q2 | $9.86M | Sell |
100,877
-2,824
| -3% | -$269K | 0.21% | 98 |
|
|
2025
Q1 | $9.1M | Buy |
103,701
+31,441
| +44% | +$2.95M | 0.21% | 97 |
|
|
2024
Q4 | $6.53M | Sell |
72,260
-2,761
| -4% | -$240K | 0.15% | 126 |
|
|
2024
Q3 | $6.06M | Sell |
75,021
-2,851
| -4% | -$209K | 0.14% | 138 |
|
|
2024
Q2 | $5.27M | Sell |
77,872
-166
| -0.2% | -$10.5K | 0.12% | 153 |
|
|
2024
Q1 | $4.7M | Buy |
78,038
+30,845
| +65% | +$1.76M | 0.12% | 161 |
|
|
2023
Q4 | $2.48M | Buy |
47,193
+2,628
| +6% | +$139K | 0.1% | 199 |
|
|
2023
Q3 | $2.38M | Buy |
44,565
+3,519
| +9% | +$187K | 0.1% | 178 |
|
|
2023
Q2 | $2.15M | Buy |
41,046
+108
| +0.3% | +$5.45K | 0.1% | 167 |
|
|
2023
Q1 | $2.01M | Buy |
40,938
+372
| +0.9% | +$17.7K | 0.13% | 153 |
|
|
2022
Q4 | $1.92M | Buy |
40,566
+1,845
| +5% | +$87.6K | 0.14% | 155 |
|
|
2022
Q3 | $1.67M | Sell |
38,721
-2,754
| -7% | -$121K | 0.14% | 168 |
|
|
2022
Q2 | $1.68M | Sell |
41,475
-12,594
| -23% | -$581K | 0.15% | 144 |
|
|
2022
Q1 | $2.69M | Buy |
54,069
+6,081
| +13% | +$285K | 0.22% | 124 |
|
|
2021
Q4 | $2.31M | Sell |
47,988
-8,223
| -15% | -$393K | 0.24% | 107 |
|
|
2021
Q3 | $2.61M | Sell |
56,211
-94,293
| -63% | -$4.54M | 0.3% | 93 |
|
|
2021
Q2 | $7.08M | Buy |
150,504
+6,048
| +4% | +$282K | 0.84% | 31 |
|
|
2021
Q1 | $6.54M | Sell |
144,456
-83,706
| -37% | -$3.88M | 0.86% | 28 |
|
|
2020
Q4 | $11M | Buy |
228,162
+34,692
| +18% | +$1.68M | 1.43% | 14 |
|
|
2020
Q3 | $9.02M | Buy |
193,470
+2,016
| +1% | +$89.6K | 1.42% | 14 |
|
|
2020
Q2 | $7.64M | Buy |
191,454
+6,306
| +3% | +$259K | 1.31% | 15 |
|
|
2020
Q1 | $7.01M | Sell |
185,148
-6,951
| -4% | -$267K | 1.53% | 16 |
|
|
2019
Q4 | $7.61M | Sell |
192,099
-4,305
| -2% | -$171K | 1.22% | 17 |
|
|
2019
Q3 | $7.77M | Buy |
196,404
+26,415
| +16% | +$997K | 1.34% | 16 |
|
|
2019
Q2 | $6.26M | Buy |
169,989
+33,774
| +25% | +$1.16M | 1.2% | 18 |
|
|
2019
Q1 | $4.43M | Buy |
136,215
+47,901
| +54% | +$1.55M | 0.88% | 28 |
|
|
2018
Q4 | $2.76M | Buy |
88,314
+4,149
| +5% | +$133K | 0.62% | 43 |
|
|
2018
Q3 | $2.63M | Buy |
84,165
+46,728
| +125% | +$1.43M | 0.59% | 44 |
|
|
2018
Q2 | $1.07M | Buy |
+37,437
| New | +$1.06M | 0.3% | 77 |
|
Other funds holding WMT
VCM
VPM
Dakota Wealth Management's WMT Position: Q1 2026 in Review
Dakota Wealth Management reduced its Walmart Inc (WMT) stake by 44% in Q1 2026, selling an estimated $5.76M and leaving 59,439 shares worth $7.39M. The position accounts for 0.16% of the portfolio, ranked #134.
Dakota Wealth Management first reported a position in WMT in Q2 2018 and has held it in 32 quarters since. The position peaked at $11.8M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Dakota Wealth Management held 59,439 shares of Walmart Inc worth $7.39M as of Q1 2026.
- Dakota Wealth Management sold 46,882 Walmart Inc shares in Q1 2026, an estimated $5.76M.
- Walmart Inc made up 0.16% of Dakota Wealth Management's portfolio in Q1 2026, its #134 holding.
- Dakota Wealth Management first reported a position in Walmart Inc in Q2 2018 and has held it in 32 quarters since.
- Dakota Wealth Management's Walmart Inc position peaked at $11.8M in Q4 2025.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.