GDS Wealth Management
WMT icon

GDS Wealth Management’s Walmart Inc WMT Stock Holding History

GDS 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
Q3 		$34.2M Buy
328,769
+12,734
+4% +$1.4M 1.53% 19
2026
Q2 		$35.8M Buy
316,035
+12,907
+4% +$1.6M 1.7% 13
2026
Q1 		$37.7M Buy
303,128
+8,806
+3% +$1.08M 2.26% 8
2025
Q4 		$32.8M Sell
294,322
-491
-0.2% -$52.7K 2.05% 9
2025
Q3 		$30.4M Buy
294,813
+9,966
+3% +$992K 2.01% 8
2025
Q2 		$27.9M Buy
284,847
+1,333
+0.5% +$127K 2.03% 9
2025
Q1 		$24.9M Buy
283,514
+1,921
+0.7% +$180K 2.12% 9
2024
Q4 		$25.4M Buy
281,593
+11,400
+4% +$989K 2.32% 10
2024
Q3 		$21.8M Buy
270,193
+11,586
+4% +$851K 2.13% 10
2024
Q2 		$17.5M Buy
258,607
+12,104
+5% +$762K 1.92% 17
2024
Q1 		$14.8M Buy
246,503
+15,644
+7% +$895K 1.74% 17
2023
Q4 		$12.1M Buy
230,859
+22,824
+11% +$1.21M 1.64% 22
2023
Q3 		$11.1M Buy
208,035
+10,521
+5% +$560K 1.74% 19
2023
Q2 		$10.3M Buy
197,514
+4,920
+3% +$248K 1.68% 18
2023
Q1 		$9.47M Sell
192,594
-23,685
-11% -$1.12M 1.67% 17
2022
Q4 		$10.2M Sell
216,279
-7,560
-3% -$359K 1.95% 13
2022
Q3 		$9.7M Buy
223,839
+42,798
+24% +$1.87M 2.15% 14
2022
Q2 		$7.34M Buy
181,041
+95,583
+112% +$4.41M 1.64% 25
2022
Q1 		$4.44M Buy
85,458
+5,475
+7% +$257K 0.98% 28
2021
Q4 		$3.86M Buy
+79,983
New +$3.82M 0.86% 31

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

GDS Wealth Management's WMT Position: Q3 2026 in Review

GDS Wealth Management increased its Walmart Inc (WMT) stake by 4% in Q3 2026, buying an estimated $1.4M and bringing the position to 328,769 shares worth $34.2M. The position accounts for 1.53% of the portfolio, ranked #19.

GDS Wealth Management first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $37.7M in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • GDS Wealth Management held 328,769 shares of Walmart Inc worth $34.2M as of Q3 2026.
  • GDS Wealth Management bought 12,734 Walmart Inc shares in Q3 2026, an estimated $1.4M.
  • Walmart Inc made up 1.53% of GDS Wealth Management's portfolio in Q3 2026, its #19 holding.
  • GDS Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • GDS Wealth Management's Walmart Inc position peaked at $37.7M in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on GDS Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.