Dynasty Wealth Management’s Walmart Inc WMT Stock Holding History

Dynasty Wealth Management’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	$208K	Sell	1,838 -1,043	-36%	-$129K	﹤0.01%	357
2026 Q1	$358K	Buy	2,881 +221	+8%	+$27.1K	﹤0.01%	271
2025 Q4	$296K	Buy	+2,660	New	+$286K	﹤0.01%	291
2024 Q4	–	Sell	-21,291	Closed	-$1.72M	–	274
2024 Q3	$1.72M	Sell	21,291 -6,026	-22%	-$443K	0.05%	81
2024 Q2	$1.85M	Buy	27,317 +1,781	+7%	+$112K	0.05%	83
2024 Q1	$1.54M	Buy	+25,536	New	+$1.46M	0.05%	85
2018 Q4	–	Sell	-8,613	Closed	-$270K	–	107
2018 Q3	$270K	Buy	+8,613	New	+$263K	0.35%	83

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

Dynasty Wealth Management's WMT Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Walmart Inc (WMT) stake by 36% in Q2 2026, selling an estimated $129K and leaving 1,838 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Dynasty Wealth Management first reported a position in WMT in Q3 2018 and has held it in 7 quarters since. The position peaked at $1.85M in Q2 2024. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Dynasty Wealth Management held 1,838 shares of Walmart Inc worth $208K as of Q2 2026.
Dynasty Wealth Management sold 1,043 Walmart Inc shares in Q2 2026, an estimated $129K.
Walmart Inc made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #357 holding.
Dynasty Wealth Management first reported a position in Walmart Inc in Q3 2018 and has held it in 7 quarters since.
Dynasty Wealth Management's Walmart Inc position peaked at $1.85M in Q2 2024.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.