Dynamic Wealth Strategies’s Walmart Inc WMT Stock Holding History

Dynamic Wealth Strategies’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	$331K	Buy	2,919 +1	+0%	+$124	0.18%	59
2026 Q1	$363K	Sell	2,918 -554	-16%	-$68K	0.21%	56
2025 Q4	$387K	Buy	3,472 +640	+23%	+$68.7K	0.23%	51
2025 Q3	$292K	Buy	2,832 +26	+0.9%	+$2.59K	0.2%	55
2025 Q2	$274K	Sell	2,806 -405	-13%	-$38.6K	0.2%	51
2025 Q1	$282K	Sell	3,211 -298	-8%	-$28K	0.23%	51
2024 Q4	$317K	Sell	3,509 -18	-0.5%	-$1.56K	0.28%	44
2024 Q3	$285K	Sell	3,527 -109	-3%	-$8.01K	0.23%	46
2024 Q2	$246K	Buy	3,636 +33	+0.9%	+$2.08K	0.21%	56
2024 Q1	$217K	Sell	3,603 -60	-2%	-$3.43K	0.19%	57
2023 Q4	$192K	Buy	+3,663	New	+$194K	0.18%	60

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 Wealth Strategies's WMT Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Walmart Inc (WMT) stake by 0.03% in Q2 2026, buying an estimated $124 and bringing the position to 2,919 shares worth $331K. The position accounts for 0.18% of the portfolio, ranked #59.

Dynamic Wealth Strategies first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $387K in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Dynamic Wealth Strategies held 2,919 shares of Walmart Inc worth $331K as of Q2 2026.
Dynamic Wealth Strategies bought 1 Walmart Inc share in Q2 2026, an estimated $124.
Walmart Inc made up 0.18% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #59 holding.
Dynamic Wealth Strategies first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Walmart Inc position peaked at $387K in Q4 2025.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.