DWS
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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
Q1 		$205K Buy
+1,647
New +$202K 0.02% 190

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

Discipline Wealth Solutions's WMT Position: Q1 2026 in Review

Discipline Wealth Solutions opened a new position in Walmart Inc (WMT) in Q1 2026: 1,647 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings.

4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Discipline Wealth Solutions held 1,647 shares of Walmart Inc worth $205K as of Q1 2026.
  • Walmart Inc was a new Discipline Wealth Solutions position in Q1 2026.
  • Walmart Inc made up 0.02% of Discipline Wealth Solutions's portfolio in Q1 2026, its #190 holding.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.