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 Q2	$341K	Buy	3,008 +2	+0.1%	+$248	0.26%	50
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dynamic Financial Group's WMT Position: Q2 2026 in Review

Dynamic Financial Group increased its Walmart Inc (WMT) stake by 0.07% in Q2 2026, buying an estimated $248 and bringing the position to 3,008 shares worth $341K. The position accounts for 0.26% of the portfolio, ranked #50.

Dynamic Financial Group first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $374K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Dynamic Financial Group held 3,008 shares of Walmart Inc worth $341K as of Q2 2026.
Dynamic Financial Group bought 2 Walmart Inc shares in Q2 2026, an estimated $248.
Walmart Inc made up 0.26% of Dynamic Financial Group's portfolio in Q2 2026, its #50 holding.
Dynamic Financial Group first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Dynamic Financial Group's Walmart Inc position peaked at $374K in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.