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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
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 		$9.68M 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 $6.73T 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

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

GDS Wealth Management increased its Walmart Inc (WMT) stake by 4.3% in Q2 2026, buying an estimated $1.6M and bringing the position to 316,035 shares worth $35.8M. The position accounts for 1.7% of the portfolio, ranked #13.

GDS Wealth Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $37.7M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • GDS Wealth Management held 316,035 shares of Walmart Inc worth $35.8M as of Q2 2026.
  • GDS Wealth Management bought 12,907 Walmart Inc shares in Q2 2026, an estimated $1.6M.
  • Walmart Inc made up 1.7% of GDS Wealth Management's portfolio in Q2 2026, its #13 holding.
  • GDS Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • GDS Wealth Management's Walmart Inc position peaked at $37.7M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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