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Sloy Dahl & Holst’s Walmart Inc WMT Stock Holding History

Sloy Dahl & Holst’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 		$227K Sell
2,001
-120
-6% -$14.9K 0.03% 109
2026
Q1 		$264K Hold
2,121
– – 0.04% 93
2025
Q4 		$236K Hold
2,121
– – 0.03% 103
2025
Q3 		$219K Hold
2,121
– – 0.02% 109
2025
Q2 		$207K Buy
+2,121
New +$202K 0.03% 110
2022
Q1 		– Sell
-6,327
Closed -$294K – 103
2021
Q4 		$294K Hold
6,327
– – 0.06% 65
2021
Q3 		$294K Buy
+6,327
New +$305K 0.06% 65

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

Sloy Dahl & Holst's WMT Position: Q2 2026 in Review

Sloy Dahl & Holst reduced its Walmart Inc (WMT) stake by 5.7% in Q2 2026, selling an estimated $14.9K and leaving 2,001 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #109.

Sloy Dahl & Holst first reported a position in WMT in Q3 2021 and has held it in 7 quarters since. The position peaked at $294K in Q4 2021. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sloy Dahl & Holst held 2,001 shares of Walmart Inc worth $227K as of Q2 2026.
  • Sloy Dahl & Holst sold 120 Walmart Inc shares in Q2 2026, an estimated $14.9K.
  • Walmart Inc made up 0.03% of Sloy Dahl & Holst's portfolio in Q2 2026, its #109 holding.
  • Sloy Dahl & Holst first reported a position in Walmart Inc in Q3 2021 and has held it in 7 quarters since.
  • Sloy Dahl & Holst's Walmart Inc position peaked at $294K in Q4 2021.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.