Discipline Wealth Solutions’s Walmart Inc WMT Stock Holding History

Discipline Wealth Solutions’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 Q2	$298K	Buy	2,633 +986	+60%	+$122K	0.03%	164
2026 Q1	$205K	Buy	+1,647	New	+$202K	0.02%	190

Other funds holding WMT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Discipline Wealth Solutions's WMT Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Walmart Inc (WMT) stake by 60% in Q2 2026, buying an estimated $122K and bringing the position to 2,633 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #164.

Discipline Wealth Solutions first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Discipline Wealth Solutions held 2,633 shares of Walmart Inc worth $298K as of Q2 2026.
Discipline Wealth Solutions bought 986 Walmart Inc shares in Q2 2026, an estimated $122K.
Walmart Inc made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #164 holding.
Discipline Wealth Solutions first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.