Dogwood Wealth Management’s Walmart Inc WMT Stock Holding History

Dogwood Wealth 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	$768K	Sell	6,785 -3,119	-31%	-$387K	0.3%	40
2026 Q1	$1.23M	Buy	9,904 +771	+8%	+$94.7K	0.53%	35
2025 Q4	$1.02M	Sell	9,133 -1,678	-16%	-$180K	0.45%	41
2025 Q3	$1.11M	Buy	10,811 +2,953	+38%	+$294K	0.51%	39
2025 Q2	$763K	Sell	7,858 -458	-6%	-$43.6K	0.37%	56
2025 Q1	$732K	Buy	8,316 +465	+6%	+$43.6K	0.39%	54
2024 Q4	$709K	Buy	7,851 +1,177	+18%	+$102K	0.38%	47
2024 Q3	$539K	Buy	6,674 +163	+3%	+$12K	0.31%	55
2024 Q2	$441K	Buy	6,511 +987	+18%	+$62.2K	0.27%	52
2024 Q1	$332K	Buy	5,524 +874	+19%	+$50K	0.22%	63
2023 Q4	$245K	Buy	+4,650	New	+$246K	0.19%	71

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Dogwood Wealth Management's WMT Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Walmart Inc (WMT) stake by 31% in Q2 2026, selling an estimated $387K and leaving 6,785 shares worth $768K. The position accounts for 0.3% of the portfolio, ranked #40.

Dogwood Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Dogwood Wealth Management held 6,785 shares of Walmart Inc worth $768K as of Q2 2026.
Dogwood Wealth Management sold 3,119 Walmart Inc shares in Q2 2026, an estimated $387K.
Walmart Inc made up 0.3% of Dogwood Wealth Management's portfolio in Q2 2026, its #40 holding.
Dogwood Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Walmart Inc position peaked at $1.23M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.