FDW
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Fourth Dimension Wealth’s Walmart Inc WMT Stock Holding History

Fourth Dimension Wealth’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 		$461K Sell
3,711
-2,224
-37% -$273K 0.17% 82
2025
Q4 		$661K Sell
5,935
-246
-4% -$26.4K 0.24% 72
2025
Q3 		$637K Buy
6,181
+2,424
+65% +$241K 0.24% 68
2025
Q2 		$367K Sell
3,757
-3,418
-48% -$326K 0.16% 86
2025
Q1 		$630K Sell
7,175
-4
-0.1% -$375 0.3% 58
2024
Q4 		$649K Buy
+7,179
New +$623K 0.34% 52

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

Fourth Dimension Wealth's WMT Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Walmart Inc (WMT) stake by 37% in Q1 2026, selling an estimated $273K and leaving 3,711 shares worth $461K. The position accounts for 0.17% of the portfolio, ranked #82.

Fourth Dimension Wealth first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $661K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Fourth Dimension Wealth held 3,711 shares of Walmart Inc worth $461K as of Q1 2026.
  • Fourth Dimension Wealth sold 2,224 Walmart Inc shares in Q1 2026, an estimated $273K.
  • Walmart Inc made up 0.17% of Fourth Dimension Wealth's portfolio in Q1 2026, its #82 holding.
  • Fourth Dimension Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Walmart Inc position peaked at $661K in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.