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 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 $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 Wealth Strategies's WMT Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Walmart Inc (WMT) stake by 16% in Q1 2026, selling an estimated $68K and leaving 2,918 shares worth $363K. The position accounts for 0.21% of the portfolio, ranked #56.

Dynamic Wealth Strategies first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $387K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Dynamic Wealth Strategies held 2,918 shares of Walmart Inc worth $363K as of Q1 2026.
Dynamic Wealth Strategies sold 554 Walmart Inc shares in Q1 2026, an estimated $68K.
Walmart Inc made up 0.21% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #56 holding.
Dynamic Wealth Strategies first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's Walmart Inc position peaked at $387K in Q4 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.