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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynasty Wealth Management's WMT Position: Q1 2026 in Review

Dynasty Wealth Management increased its Walmart Inc (WMT) stake by 8.3% in Q1 2026, buying an estimated $27.1K and bringing the position to 2,881 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Dynasty Wealth Management first reported a position in WMT in Q3 2018 and has held it in 6 quarters since. The position peaked at $1.85M in Q2 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Dynasty Wealth Management held 2,881 shares of Walmart Inc worth $358K as of Q1 2026.
  • Dynasty Wealth Management bought 221 Walmart Inc shares in Q1 2026, an estimated $27.1K.
  • Walmart Inc made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #271 holding.
  • Dynasty Wealth Management first reported a position in Walmart Inc in Q3 2018 and has held it in 6 quarters since.
  • Dynasty Wealth Management's Walmart Inc position peaked at $1.85M in Q2 2024.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.