DDFG Inc’s Walmart Inc WMT Stock Holding History

DDFG Inc’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$353K	Buy	3,115 +1	+0%	+$124	0.07%	67
2026 Q1	$387K	Sell	3,114 -438	-12%	-$53.8K	0.08%	59
2025 Q4	$396K	Hold	3,552	–	–	0.09%	59
2025 Q3	$366K	Buy	3,552 +27	+0.8%	+$2.69K	0.08%	60
2025 Q2	$345K	Sell	3,525 -639	-15%	-$60.9K	0.09%	60
2025 Q1	$366K	Hold	4,164	–	–	0.1%	54
2024 Q4	$376K	Hold	4,164	–	–	0.11%	55
2024 Q3	$336K	Sell	4,164 -3,574	-46%	-$262K	0.1%	59
2024 Q2	$524K	Buy	7,738 +737	+11%	+$46.4K	0.16%	47
2024 Q1	$421K	Buy	7,001 +2	+0%	+$114	0.13%	51
2023 Q4	$368K	Hold	6,999	–	–	0.12%	53
2023 Q3	$373K	Hold	6,999	–	–	0.14%	52
2023 Q2	$367K	Buy	6,999 +3	+0%	+$151	0.14%	51
2023 Q1	$344K	Buy	6,996 +105	+2%	+$4.98K	0.13%	52
2022 Q4	$326K	Buy	+6,891	New	+$327K	0.13%	52

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DDFG Inc's WMT Position: Q2 2026 in Review

DDFG Inc increased its Walmart Inc (WMT) stake by 0.03% in Q2 2026, buying an estimated $124 and bringing the position to 3,115 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #67.

DDFG Inc first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $524K in Q2 2024. 2,020 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

DDFG Inc held 3,115 shares of Walmart Inc worth $353K as of Q2 2026.
DDFG Inc bought 1 Walmart Inc share in Q2 2026, an estimated $124.
Walmart Inc made up 0.07% of DDFG Inc's portfolio in Q2 2026, its #67 holding.
DDFG Inc first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
DDFG Inc's Walmart Inc position peaked at $524K in Q2 2024.
2,020 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.