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Dickmeyer Boyce Financial Management’s Walmart Inc WMT Stock Holding History

Dickmeyer Boyce Financial 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
2026
Q3 		$1.31M Hold
12,616
– – 0.67% 36
2026
Q2 		$1.43M Hold
12,616
– – 0.74% 33
2026
Q1 		$1.57M Buy
+12,616
New +$1.55M 0.92% 28

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Dickmeyer Boyce Financial Management's WMT Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management held its Walmart Inc (WMT) position steady in Q3 2026 at 12,616 shares worth $1.31M. The position accounts for 0.67% of the portfolio, ranked #36.

Dickmeyer Boyce Financial Management first reported a position in WMT in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.57M in Q1 2026. 160 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 12,616 shares of Walmart Inc worth $1.31M as of Q3 2026.
  • Dickmeyer Boyce Financial Management left its Walmart Inc share count unchanged in Q3 2026.
  • Walmart Inc made up 0.67% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #36 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Walmart Inc in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Walmart Inc position peaked at $1.57M in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.