DAS
WMT icon

Dynamic Advisor Solutions’s Walmart Inc WMT Stock Holding History

Dynamic Advisor Solutions’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 		$15.8M Sell
139,195
-344
-0.2% -$42.7K 0.45% 50
2026
Q1 		$17.3M Buy
139,539
+597
+0.4% +$73.3K 0.55% 42
2025
Q4 		$15.5M Sell
138,942
-6,121
-4% -$657K 0.5% 45
2025
Q3 		$15M Buy
145,063
+6,537
+5% +$651K 0.43% 55
2025
Q2 		$13.5M Buy
138,526
+816
+0.6% +$77.7K 0.42% 55
2025
Q1 		$12.1M Buy
+137,710
New +$12.9M 0.4% 61
2024
Q4 		– Sell
-154,101
Closed -$12.4M – 928
2024
Q3 		$12.4M Sell
154,101
-2,452
-2% -$180K 0.37% 66
2024
Q2 		$10.6M Buy
156,553
+3,279
+2% +$206K 0.33% 68
2024
Q1 		$9.22M Sell
153,274
-14,690
-9% -$841K 0.31% 81
2023
Q4 		$8.77M Buy
167,964
+88,197
+111% +$4.67M 0.33% 77
2023
Q3 		$4.25M Buy
79,767
+9,132
+13% +$486K 0.2% 144
2023
Q2 		$3.7M Buy
70,635
+4,557
+7% +$230K 0.19% 149
2023
Q1 		$3.25M Buy
66,078
+14,106
+27% +$669K 0.19% 141
2022
Q4 		$2.46M Buy
51,972
+108
+0.2% +$5.13K 0.17% 150
2022
Q3 		$2.24M Buy
51,864
+3,837
+8% +$168K 0.17% 140
2022
Q2 		$1.95M Sell
48,027
-1,278
-3% -$58.9K 0.15% 157
2022
Q1 		$2.45M Buy
49,305
+2,412
+5% +$113K 0.17% 143
2021
Q4 		$2.26M Buy
46,893
+2,247
+5% +$107K 0.16% 148
2021
Q3 		$2.07M Sell
44,646
-2,862
-6% -$138K 0.16% 162
2021
Q2 		$2.23M Buy
47,508
+5,655
+14% +$263K 0.18% 137
2021
Q1 		$1.9M Sell
41,853
-13,203
-24% -$612K 0.18% 144
2020
Q4 		$2.65M Buy
55,056
+7,476
+16% +$363K 0.25% 106
2020
Q3 		$2.22M Buy
47,580
+11,925
+33% +$530K 0.25% 107
2020
Q2 		$1.42M Buy
35,655
+10,857
+44% +$447K 0.19% 139
2020
Q1 		$939K Sell
24,798
-8,379
-25% -$322K 0.17% 158
2019
Q4 		$1.31M Buy
33,177
+1,584
+5% +$62.9K 0.18% 149
2019
Q3 		$1.25M Sell
31,593
-1,062
-3% -$40.1K 0.19% 134
2019
Q2 		$1.2M Buy
32,655
+10,665
+48% +$368K 0.19% 135
2019
Q1 		$715K Buy
21,990
+450
+2% +$14.6K 0.13% 177
2018
Q4 		$696K Sell
21,540
-1,461
-6% -$46.8K 0.15% 161
2018
Q3 		$720K Buy
23,001
+24
+0.1% +$734 0.15% 171
2018
Q2 		$657K Buy
22,977
+1,668
+8% +$47.4K 0.15% 176
2018
Q1 		$633K Buy
+21,309
New +$685K 0.16% 162
2016
Q4 		– Sell
-17,076
Closed -$411K – 243
2016
Q3 		$411K Sell
17,076
-9,687
-36% -$235K 0.16% 158
2016
Q2 		$651K Sell
26,763
-192
-0.7% -$4.44K 0.26% 104
2016
Q1 		$615K Buy
26,955
+1,116
+4% +$24.5K 0.26% 99
2015
Q4 		$528K Buy
25,839
+8,421
+48% +$169K 0.22% 118
2015
Q3 		$376K Buy
+17,418
New +$400K 0.19% 124
2014
Q4 		– Sell
-11,046
Closed -$282K – 215
2014
Q3 		$282K Buy
+11,046
New +$279K 0.15% 148
2014
Q2 		– Sell
-43,863
Closed -$1.12M – 232
2014
Q1 		$1.12M Buy
43,863
+21,807
+99% +$548K 0.76% 39
2013
Q4 		$579K Buy
+22,056
New +$570K 0.43% 76

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Dynamic Advisor Solutions's WMT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Walmart Inc (WMT) stake by 0.25% in Q2 2026, selling an estimated $42.7K and leaving 139,195 shares worth $15.8M. The position accounts for 0.45% of the portfolio, ranked #50.

Dynamic Advisor Solutions first reported a position in WMT in Q4 2013 and has held it in 41 quarters since. The position peaked at $17.3M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Dynamic Advisor Solutions held 139,195 shares of Walmart Inc worth $15.8M as of Q2 2026.
  • Dynamic Advisor Solutions sold 344 Walmart Inc shares in Q2 2026, an estimated $42.7K.
  • Walmart Inc made up 0.45% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #50 holding.
  • Dynamic Advisor Solutions first reported a position in Walmart Inc in Q4 2013 and has held it in 41 quarters since.
  • Dynamic Advisor Solutions's Walmart Inc position peaked at $17.3M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.