DeDora Capital
WMT icon

DeDora Capital’s Walmart Inc WMT Stock Holding History

DeDora Capital’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 		$2.68M Sell
25,792
-593
-2% -$65.1K 0.6% 39
2026
Q2 		$2.99M Buy
26,385
+420
+2% +$52.1K 0.65% 40
2026
Q1 		$3.23M Sell
25,965
-178
-0.7% -$21.9K 0.79% 31
2025
Q4 		$2.91M Buy
26,143
+27
+0.1% +$2.9K 0.69% 36
2025
Q3 		$2.69M Buy
26,116
+661
+3% +$65.8K 0.65% 38
2025
Q2 		$2.49M Buy
25,455
+34
+0.1% +$3.24K 0.65% 38
2025
Q1 		$2.23M Sell
25,421
-88
-0.3% -$8.26K 0.64% 40
2024
Q4 		$2.3M Buy
25,509
+287
+1% +$24.9K 0.63% 37
2024
Q3 		$2.04M Sell
25,222
-233
-0.9% -$17.1K 0.57% 43
2024
Q2 		$1.72M Buy
25,455
+476
+2% +$30K 0.53% 43
2024
Q1 		$1.5M Buy
24,979
+1,858
+8% +$106K 0.48% 48
2023
Q4 		$1.22M Buy
23,121
+732
+3% +$38.7K 0.43% 49
2023
Q3 		$1.19M Buy
22,389
+1,167
+5% +$62.1K 0.47% 45
2023
Q2 		$1.11M Sell
21,222
-243
-1% -$12.3K 0.43% 50
2023
Q1 		$1.06M Sell
21,465
-156
-0.7% -$7.4K 0.45% 51
2022
Q4 		$1.02M Buy
21,621
+375
+2% +$17.8K 0.49% 44
2022
Q3 		$918K Buy
21,246
+438
+2% +$19.2K 0.48% 51
2022
Q2 		$843K Buy
20,808
+3,114
+18% +$144K 0.42% 55
2022
Q1 		$878K Buy
17,694
+2,295
+15% +$108K 0.35% 57
2021
Q4 		$743K Sell
15,399
-426
-3% -$20.3K 0.42% 34
2021
Q3 		$735K Sell
15,825
-531
-3% -$25.6K 0.32% 62
2021
Q2 		$769K Buy
16,356
+189
+1% +$8.8K 0.34% 58
2021
Q1 		$732K Buy
16,167
+1,503
+10% +$69.6K 0.35% 60
2020
Q4 		$705K Buy
14,664
+1,056
+8% +$51.3K 0.35% 62
2020
Q3 		$635K Buy
13,608
+1,434
+12% +$63.8K 0.35% 59
2020
Q2 		$486K Buy
12,174
+15
+0.1% +$617 0.29% 65
2020
Q1 		$461K Buy
12,159
+39
+0.3% +$1.5K 0.35% 60
2019
Q4 		$480K Buy
12,120
+5,700
+89% +$226K 0.29% 65
2019
Q3 		$254K Buy
6,420
+390
+6% +$14.7K 0.18% 81
2019
Q2 		$222K Buy
+6,030
New +$208K 0.16% 84

Other funds holding WMT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

DeDora Capital's WMT Position: Q3 2026 in Review

DeDora Capital reduced its Walmart Inc (WMT) stake by 2.2% in Q3 2026, selling an estimated $65.1K and leaving 25,792 shares worth $2.68M. The position accounts for 0.6% of the portfolio, ranked #39.

DeDora Capital first reported a position in WMT in Q2 2019 and has held it in 30 quarters since. The position peaked at $3.23M in Q1 2026. 2,564 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • DeDora Capital held 25,792 shares of Walmart Inc worth $2.68M as of Q3 2026.
  • DeDora Capital sold 593 Walmart Inc shares in Q3 2026, an estimated $65.1K.
  • Walmart Inc made up 0.6% of DeDora Capital's portfolio in Q3 2026, its #39 holding.
  • DeDora Capital first reported a position in Walmart Inc in Q2 2019 and has held it in 30 quarters since.
  • DeDora Capital's Walmart Inc position peaked at $3.23M in Q1 2026.
  • 2,564 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.