Destination 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 | $37M | Sell |
297,503
-3,860
| -1% | -$474K | 0.96% | 34 |
|
|
2025
Q4 | $33.6M | Buy |
301,363
+2,557
| +0.9% | +$275K | 0.88% | 36 |
|
|
2025
Q3 | $30.8M | Sell |
298,806
-7,024
| -2% | -$699K | 0.85% | 38 |
|
|
2025
Q2 | $29.9M | Sell |
305,830
-8,182
| -3% | -$780K | 0.88% | 38 |
|
|
2025
Q1 | $27.6M | Sell |
314,012
-18,059
| -5% | -$1.69M | 0.87% | 37 |
|
|
2024
Q4 | $30M | Sell |
332,071
-18,094
| -5% | -$1.57M | 0.94% | 35 |
|
|
2024
Q3 | $28.3M | Sell |
350,165
-10,970
| -3% | -$806K | 0.88% | 37 |
|
|
2024
Q2 | $24.5M | Sell |
361,135
-13,998
| -4% | -$881K | 0.81% | 47 |
|
|
2024
Q1 | $22.6M | Sell |
375,133
-1,574
| -0.4% | -$90.1K | 0.75% | 52 |
|
|
2023
Q4 | $19.8M | Sell |
376,707
-1,284
| -0.3% | -$67.9K | 0.69% | 54 |
|
|
2023
Q3 | $20.2M | Sell |
377,991
-1,764
| -0.5% | -$93.9K | 0.78% | 46 |
|
|
2023
Q2 | $19.9M | Sell |
379,755
-6,270
| -2% | -$316K | 0.74% | 50 |
|
|
2023
Q1 | $19M | Buy |
386,025
+1,659
| +0.4% | +$78.7K | 0.72% | 49 |
|
|
2022
Q4 | $18.2M | Sell |
384,366
-8,193
| -2% | -$389K | 0.72% | 47 |
|
|
2022
Q3 | $17M | Sell |
392,559
-1,485
| -0.4% | -$65.1K | 0.71% | 47 |
|
|
2022
Q2 | $16M | Sell |
394,044
-3,300
| -0.8% | -$152K | 0.64% | 53 |
|
|
2022
Q1 | $19.7M | Buy |
397,344
+3,765
| +1% | +$177K | 0.73% | 51 |
|
|
2021
Q4 | $19M | Buy |
393,579
+6,495
| +2% | +$310K | 0.67% | 55 |
|
|
2021
Q3 | $18M | Buy |
387,084
+8,628
| +2% | +$416K | 0.7% | 54 |
|
|
2021
Q2 | $17.8M | Buy |
378,456
+7,251
| +2% | +$338K | 0.69% | 56 |
|
|
2021
Q1 | $16.8M | Buy |
371,205
+2,085
| +0.6% | +$96.6K | 0.69% | 55 |
|
|
2020
Q4 | $17.7M | Buy |
369,120
+1,620
| +0.4% | +$78.7K | 0.77% | 47 |
|
|
2020
Q3 | $17.1M | Sell |
367,500
-12,258
| -3% | -$545K | 0.87% | 39 |
|
|
2020
Q2 | $15.2M | Buy |
379,758
+3,054
| +0.8% | +$126K | 0.82% | 47 |
|
|
2020
Q1 | $14.3M | Sell |
376,704
-1,449
| -0.4% | -$55.7K | 0.87% | 39 |
|
|
2019
Q4 | $15M | Buy |
378,153
+2,109
| +0.6% | +$83.8K | 0.76% | 43 |
|
|
2019
Q3 | $14.9M | Buy |
376,044
+6,897
| +2% | +$260K | 0.81% | 43 |
|
|
2019
Q2 | $13.6M | Buy |
369,147
+9,906
| +3% | +$341K | 0.75% | 44 |
|
|
2019
Q1 | $11.7M | Buy |
359,241
+352,503
| +5,232% | +$11.4M | 0.66% | 46 |
|
|
2018
Q4 | $209K | Sell |
6,738
-1,320
| -16% | -$42.3K | 0.01% | 140 |
|
|
2018
Q3 | $252K | Buy |
8,058
+183
| +2% | +$5.6K | 0.01% | 140 |
|
|
2018
Q2 | $225K | Buy |
7,875
+2,841
| +56% | +$80.8K | 0.01% | 133 |
|
|
2018
Q1 | $149K | Sell |
5,034
-3,087
| -38% | -$99.3K | 0.01% | 156 |
|
|
2017
Q4 | $267K | Buy |
+8,121
| New | +$248K | 0.02% | 139 |
|
|
2015
Q3 | – | Sell |
-146,787
| Closed | -$3.47M | – | 224 |
|
|
2015
Q2 | $3.47M | Buy |
+146,787
| New | +$3.74M | 0.23% | 73 |
|
Other funds holding WMT
VCM
VPM
Destination Wealth Management's WMT Position: Q1 2026 in Review
Destination Wealth Management reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $474K and leaving 297,503 shares worth $37M. The position accounts for 0.96% of the portfolio, ranked #34.
Destination Wealth Management first reported a position in WMT in Q2 2015 and has held it in 35 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Destination Wealth Management held 297,503 shares of Walmart Inc worth $37M as of Q1 2026.
- Destination Wealth Management sold 3,860 Walmart Inc shares in Q1 2026, an estimated $474K.
- Walmart Inc made up 0.96% of Destination Wealth Management's portfolio in Q1 2026, its #34 holding.
- Destination Wealth Management first reported a position in Walmart Inc in Q2 2015 and has held it in 35 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.