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DSG Capital Advisors’s Walmart Inc WMT Stock Holding History

DSG Capital 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 		$8.72M Buy
70,143
+1,602
+2% +$197K 1.39% 24
2025
Q4 		$8.17M Buy
68,541
+3,987
+6% +$428K 1.24% 25
2025
Q3 		$6.65M Buy
64,554
+3,487
+6% +$347K 1.06% 30
2025
Q2 		$5.97M Buy
61,067
+632
+1% +$60.2K 1.06% 26
2025
Q1 		$5.31M Sell
60,435
-13,494
-18% -$1.27M 1.07% 26
2024
Q4 		$6.68M Buy
+73,929
New +$6.42M 1.21% 24

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DSG Capital Advisors's WMT Position: Q1 2026 in Review

DSG Capital Advisors increased its Walmart Inc (WMT) stake by 2.3% in Q1 2026, buying an estimated $197K and bringing the position to 70,143 shares worth $8.72M. The position accounts for 1.39% of the portfolio, ranked #24.

DSG Capital Advisors first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • DSG Capital Advisors held 70,143 shares of Walmart Inc worth $8.72M as of Q1 2026.
  • DSG Capital Advisors bought 1,602 Walmart Inc shares in Q1 2026, an estimated $197K.
  • Walmart Inc made up 1.39% of DSG Capital Advisors's portfolio in Q1 2026, its #24 holding.
  • DSG Capital Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.