Dynamic Advisor Solutions
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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
2021
Q1 		– Sell
-3,000
Closed -$2K – 780
2020
Q4 		$2K Sell
3,000
-300
-9% -$14.6K ﹤0.01% 673
2020
Q3 		$5K Buy
+3,300
New +$147K ﹤0.01% 601

Other funds holding WMT

Assenagon Asset Management
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Dynamic Advisor Solutions's WMT Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Walmart Inc (WMT) stake by 2.5% in Q3 2026, selling an estimated $383K and leaving 135,706 shares worth $14.1M. The position accounts for 0.4% of the portfolio, ranked #56.

Dynamic Advisor Solutions first reported a position in WMT in Q4 2013 and has held it in 42 quarters since. The position peaked at $17.3M in Q1 2026. 1,447 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Dynamic Advisor Solutions held 135,706 shares of Walmart Inc worth $14.1M as of Q3 2026.
  • Dynamic Advisor Solutions sold 3,489 Walmart Inc shares in Q3 2026, an estimated $383K.
  • Walmart Inc made up 0.4% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #56 holding.
  • Dynamic Advisor Solutions first reported a position in Walmart Inc in Q4 2013 and has held it in 42 quarters since.
  • Dynamic Advisor Solutions's Walmart Inc position peaked at $17.3M in Q1 2026.
  • 1,447 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.