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 Q3	$445K	Buy	4,285 +1,170	+38%	+$128K	0.09%	61
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DDFG Inc's WMT Position: Q3 2026 in Review

DDFG Inc increased its Walmart Inc (WMT) stake by 38% in Q3 2026, buying an estimated $128K and bringing the position to 4,285 shares worth $445K. The position accounts for 0.09% of the portfolio, ranked #61.

DDFG Inc first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $524K in Q2 2024. 2,144 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

DDFG Inc held 4,285 shares of Walmart Inc worth $445K as of Q3 2026.
DDFG Inc bought 1,170 Walmart Inc shares in Q3 2026, an estimated $128K.
Walmart Inc made up 0.09% of DDFG Inc's portfolio in Q3 2026, its #61 holding.
DDFG Inc first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
DDFG Inc's Walmart Inc position peaked at $524K in Q2 2024.
2,144 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.