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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

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.