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Destiny Wealth Partners’s Walmart Inc WMT Stock Holding History

Destiny Wealth Partners’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
Q1 		$1.21M Sell
9,721
-196
-2% -$24.1K 0.13% 89
2025
Q4 		$1.17M Buy
9,917
+1,104
+13% +$119K 0.13% 84
2025
Q3 		$908K Buy
8,813
+2,697
+44% +$268K 0.11% 93
2025
Q2 		$598K Buy
6,116
+3,356
+122% +$320K 0.08% 108
2025
Q1 		$242K Hold
2,760
– – 0.04% 146
2024
Q4 		$249K Sell
2,760
-57
-2% -$4.95K 0.04% 146
2024
Q3 		$227K Buy
+2,817
New +$207K 0.04% 151
2023
Q4 		– Sell
-6,780
Closed -$361K – 174
2023
Q3 		$361K Buy
6,780
+2,001
+42% +$106K 0.07% 115
2023
Q2 		$252K Sell
4,779
-2,109
-31% -$106K 0.05% 146
2023
Q1 		$339K Sell
6,888
-360
-5% -$17.1K 0.07% 123
2022
Q4 		$343K Buy
7,248
+6,528
+907% +$310K 0.07% 123
2022
Q3 		$31K Hold
720
– – 0.01% 316
2022
Q2 		$29K Sell
720
-2,022
-74% -$93.2K 0.01% 328
2022
Q1 		$136K Buy
2,742
+819
+43% +$38.5K 0.03% 193
2021
Q4 		$93K Buy
1,923
+99
+5% +$4.73K 0.02% 234
2021
Q3 		$85K Buy
+1,824
New +$87.9K 0.02% 224
2021
Q2 		– Sell
-1,665
Closed -$75K – 521
2021
Q1 		$75K Sell
1,665
-6,048
-78% -$280K 0.02% 228
2020
Q4 		$371K Buy
+7,713
New +$375K 0.08% 123

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

Destiny Wealth Partners's WMT Position: Q1 2026 in Review

Destiny Wealth Partners reduced its Walmart Inc (WMT) stake by 2% in Q1 2026, selling an estimated $24.1K and leaving 9,721 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #89.

Destiny Wealth Partners first reported a position in WMT in Q4 2020 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Destiny Wealth Partners held 9,721 shares of Walmart Inc worth $1.21M as of Q1 2026.
  • Destiny Wealth Partners sold 196 Walmart Inc shares in Q1 2026, an estimated $24.1K.
  • Walmart Inc made up 0.13% of Destiny Wealth Partners's portfolio in Q1 2026, its #89 holding.
  • Destiny Wealth Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.