DWM
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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.