Dynamic Financial Group’s Walmart Inc WMT Stock Holding History

Dynamic Financial Group’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	$374K	Buy	3,006 +1	+0%	+$123	0.31%	42
2025 Q4	$335K	Sell	3,005 -70	-2%	-$7.52K	0.29%	44
2025 Q3	$317K	Buy	3,075 +1	+0%	+$100	0.28%	47
2025 Q2	$301K	Buy	3,074 +12	+0.4%	+$1.14K	0.29%	45
2025 Q1	$269K	Buy	3,062 +1	+0%	+$94	0.27%	45
2024 Q4	$277K	Buy	+3,061	New	+$266K	0.28%	44

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynamic Financial Group's WMT Position: Q1 2026 in Review

Dynamic Financial Group increased its Walmart Inc (WMT) stake by 0.03% in Q1 2026, buying an estimated $123 and bringing the position to 3,006 shares worth $374K. The position accounts for 0.31% of the portfolio, ranked #42.

Dynamic Financial Group first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Dynamic Financial Group held 3,006 shares of Walmart Inc worth $374K as of Q1 2026.
Dynamic Financial Group bought 1 Walmart Inc share in Q1 2026, an estimated $123.
Walmart Inc made up 0.31% of Dynamic Financial Group's portfolio in Q1 2026, its #42 holding.
Dynamic Financial Group first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.