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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dover Advisors's WMT Position: Q1 2026 in Review

Dover Advisors reduced its Walmart Inc (WMT) stake by 6.6% in Q1 2026, selling an estimated $58.8K and leaving 6,821 shares worth $849K. The position accounts for 0.35% of the portfolio, ranked #72.

Dover Advisors first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Dover Advisors held 6,821 shares of Walmart Inc worth $849K as of Q1 2026.
Dover Advisors sold 479 Walmart Inc shares in Q1 2026, an estimated $58.8K.
Walmart Inc made up 0.35% of Dover Advisors's portfolio in Q1 2026, its #72 holding.
Dover Advisors first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.