DHK Financial Advisors’s Walmart Inc WMT Stock Holding History

DHK Financial Advisors’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 Q2	$302K	Buy	+3,249	New	+$310K	0.17%	79

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

DHK Financial Advisors's WMT Position: Q2 2025 in Review

DHK Financial Advisors opened a new position in Walmart Inc (WMT) in Q2 2025: 3,249 shares worth $302K. The stake represents 0.17% of the portfolio and ranks #79 among its holdings.

3,972 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

DHK Financial Advisors held 3,249 shares of Walmart Inc worth $302K as of Q2 2025.
Walmart Inc was a new DHK Financial Advisors position in Q2 2025.
Walmart Inc made up 0.17% of DHK Financial Advisors's portfolio in Q2 2025, its #79 holding.
3,972 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.