Discipline Wealth Solutions
WMT icon

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
Q3 		$248K Sell
2,382
-251
-10% -$27.6K 0.02% 181
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Discipline Wealth Solutions's WMT Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Walmart Inc (WMT) stake by 9.5% in Q3 2026, selling an estimated $27.6K and leaving 2,382 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #181.

Discipline Wealth Solutions first reported a position in WMT in Q1 2026 and has held it in 3 quarters since. The position peaked at $298K in Q2 2026. 2,954 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Discipline Wealth Solutions held 2,382 shares of Walmart Inc worth $248K as of Q3 2026.
  • Discipline Wealth Solutions sold 251 Walmart Inc shares in Q3 2026, an estimated $27.6K.
  • Walmart Inc made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #181 holding.
  • Discipline Wealth Solutions first reported a position in Walmart Inc in Q1 2026 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's Walmart Inc position peaked at $298K in Q2 2026.
  • 2,954 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.