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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
Q2 		$8.64M Buy
76,013
+5,870
+8% +$729K 1.23% 26
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

DSG Capital Advisors's WMT Position: Q2 2026 in Review

DSG Capital Advisors increased its Walmart Inc (WMT) stake by 8.4% in Q2 2026, buying an estimated $729K and bringing the position to 76,013 shares worth $8.64M. The position accounts for 1.23% of the portfolio, ranked #26.

DSG Capital Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.72M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • DSG Capital Advisors held 76,013 shares of Walmart Inc worth $8.64M as of Q2 2026.
  • DSG Capital Advisors bought 5,870 Walmart Inc shares in Q2 2026, an estimated $729K.
  • Walmart Inc made up 1.23% of DSG Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • DSG Capital Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • DSG Capital Advisors's Walmart Inc position peaked at $8.72M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.