Schwarz Dygos Wheeler Investment Advisors’s Walmart Inc WMT Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	$531K	Buy	4,692 +57	+1%	+$7.08K	0.1%	109
2026 Q1	$576K	Buy	4,635 +4	+0.1%	+$491	0.12%	98
2025 Q4	$516K	Buy	4,631 +381	+9%	+$40.9K	0.11%	105
2025 Q3	$438K	Buy	4,250 +160	+4%	+$15.9K	0.09%	109
2025 Q2	$400K	Buy	4,090 +67	+2%	+$6.38K	0.09%	115
2025 Q1	$353K	Buy	4,023 +35	+0.9%	+$3.28K	0.08%	122
2024 Q4	$360K	Buy	3,988 +73	+2%	+$6.33K	0.09%	119
2024 Q3	$316K	Buy	3,915 +574	+17%	+$42.2K	0.08%	117
2024 Q2	$226K	Buy	3,341 +16	+0.5%	+$1.01K	0.06%	136
2024 Q1	$200K	Sell	3,325 -656	-16%	-$37.5K	0.06%	145
2023 Q4	$209K	Hold	3,981	–	–	0.06%	138
2023 Q3	$212K	Buy	3,981 +9	+0.2%	+$479	0.07%	134
2023 Q2	$208K	Buy	+3,972	New	+$200K	0.07%	134

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's WMT Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Walmart Inc (WMT) stake by 1.2% in Q2 2026, buying an estimated $7.08K and bringing the position to 4,692 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #109.

Schwarz Dygos Wheeler Investment Advisors first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $576K in Q1 2026. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 4,692 shares of Walmart Inc worth $531K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 57 Walmart Inc shares in Q2 2026, an estimated $7.08K.
Walmart Inc made up 0.1% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #109 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Walmart Inc position peaked at $576K in Q1 2026.
2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.