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
Q2 		$704K Buy
6,213
+2,502
+67% +$311K 0.22% 80
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fourth Dimension Wealth's WMT Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Walmart Inc (WMT) stake by 67% in Q2 2026, buying an estimated $311K and bringing the position to 6,213 shares worth $704K. The position accounts for 0.22% of the portfolio, ranked #80.

Fourth Dimension Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fourth Dimension Wealth held 6,213 shares of Walmart Inc worth $704K as of Q2 2026.
  • Fourth Dimension Wealth bought 2,502 Walmart Inc shares in Q2 2026, an estimated $311K.
  • Walmart Inc made up 0.22% of Fourth Dimension Wealth's portfolio in Q2 2026, its #80 holding.
  • Fourth Dimension Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.