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Destination Wealth Management’s Walmart Inc WMT Stock Holding History

Destination Wealth Management’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
2025
Q1 		– Sell
-300
Closed -$15.2K – 264
2024
Q4 		$15.2K Hold
300
– – ﹤0.01% 236
2024
Q3 		$12.4K Hold
300
– – ﹤0.01% 226
2024
Q2 		$8.69K Hold
300
– – ﹤0.01% 206
2024
Q1 		$6.49K Hold
300
– – ﹤0.01% 214
2023
Q4 		$4.37K Hold
300
– – ﹤0.01% 209
2023
Q3 		$4.87K Hold
300
– – ﹤0.01% 200
2023
Q2 		$4.68K Buy
+300
New +$15.1K ﹤0.01% 204

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Destination Wealth Management's WMT Position: Q2 2026 in Review

Destination Wealth Management reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $514K and leaving 293,363 shares worth $33.2M. The position accounts for 0.78% of the portfolio, ranked #41.

Destination Wealth Management first reported a position in WMT in Q2 2015 and has held it in 36 quarters since. The position peaked at $37M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Destination Wealth Management held 293,363 shares of Walmart Inc worth $33.2M as of Q2 2026.
  • Destination Wealth Management sold 4,140 Walmart Inc shares in Q2 2026, an estimated $514K.
  • Walmart Inc made up 0.78% of Destination Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Destination Wealth Management first reported a position in Walmart Inc in Q2 2015 and has held it in 36 quarters since.
  • Destination Wealth Management's Walmart Inc position peaked at $37M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.