DLK Investment Management’s Walmart Inc WMT Stock Holding History

DLK Investment 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 Q2	$6.77M	Buy	99,962 +45,087	+82%	+$5.6M	2.88%	10
2026 Q1	$6.82M	Sell	54,875 -18,431	-25%	-$2.26M	2.7%	13
2025 Q4	$8.17M	Buy	73,306 +127	+0.2%	+$13.6K	3.04%	8
2025 Q3	$7.54M	Sell	73,179 -611	-0.8%	-$60.8K	2.84%	9
2025 Q2	$7.22M	Buy	73,790 +478	+0.7%	+$45.5K	2.73%	10
2025 Q1	$6.44M	Sell	73,312 -7,844	-10%	-$736K	2.69%	11
2024 Q4	$7.33M	Sell	81,156 -1,528	-2%	-$133K	3.07%	9
2024 Q3	$6.68M	Sell	82,684 -17,278	-17%	-$1.27M	2.56%	11
2024 Q2	$6.77M	Sell	99,962 -895	-0.9%	-$56.4K	2.8%	10
2024 Q1	$6.07M	Buy	100,857 +2,379	+2%	+$136K	2.58%	12
2023 Q4	$5.18M	Buy	+98,478	New	+$5.21M	2.36%	17

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

DLK Investment Management's WMT Position: Q2 2026 in Review

DLK Investment Management increased its Walmart Inc (WMT) stake by 82% in Q2 2026, buying an estimated $5.6M and bringing the position to 99,962 shares worth $6.77M. The position accounts for 2.88% of the portfolio, ranked #10.

DLK Investment Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.17M in Q4 2025. 1,351 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

DLK Investment Management held 99,962 shares of Walmart Inc worth $6.77M as of Q2 2026.
DLK Investment Management bought 45,087 Walmart Inc shares in Q2 2026, an estimated $5.6M.
Walmart Inc made up 2.88% of DLK Investment Management's portfolio in Q2 2026, its #10 holding.
DLK Investment Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
DLK Investment Management's Walmart Inc position peaked at $8.17M in Q4 2025.
1,351 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.