Dover Advisors’s Walmart Inc WMT Stock Holding History

Dover Advisors’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	$813K	Buy	7,300 +479	+7%	+$59.5K	0.33%	73
2026 Q1	$849K	Sell	6,821 -479	-7%	-$58.8K	0.35%	72
2025 Q4	$813K	Buy	7,300 +35	+0.5%	+$3.76K	0.32%	77
2025 Q3	$749K	Sell	7,265 -360	-5%	-$35.8K	0.3%	83
2025 Q2	$746K	Buy	7,625 +224	+3%	+$21.3K	0.33%	74
2025 Q1	$651K	Buy	7,401 +2,427	+49%	+$228K	0.28%	85
2024 Q4	$449K	Hold	4,974	–	–	0.26%	88
2024 Q3	$402K	Hold	4,974	–	–	0.23%	95
2024 Q2	$337K	Buy	4,974 +807	+19%	+$50.8K	0.21%	101
2024 Q1	$251K	Buy	+4,167	New	+$238K	0.17%	107

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 $3.38T AUM 44.17% 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

Dover Advisors's WMT Position: Q2 2026 in Review

Dover Advisors increased its Walmart Inc (WMT) stake by 7% in Q2 2026, buying an estimated $59.5K and bringing the position to 7,300 shares worth $813K. The position accounts for 0.33% of the portfolio, ranked #73.

Dover Advisors first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $849K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Dover Advisors held 7,300 shares of Walmart Inc worth $813K as of Q2 2026.
Dover Advisors bought 479 Walmart Inc shares in Q2 2026, an estimated $59.5K.
Walmart Inc made up 0.33% of Dover Advisors's portfolio in Q2 2026, its #73 holding.
Dover Advisors first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Dover Advisors's Walmart Inc position peaked at $849K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.