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Wealth Dimensions Group’s Walmart Inc WMT Stock Holding History

Wealth Dimensions Group’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
Q1 		$1.19M Buy
9,588
+320
+3% +$39.3K 0.23% 54
2025
Q4 		$1.03M Buy
9,268
+58
+0.6% +$6.23K 0.2% 64
2025
Q3 		$949K Sell
9,210
-52
-0.6% -$5.18K 0.2% 65
2025
Q2 		$906K Buy
9,262
+539
+6% +$51.4K 0.2% 69
2025
Q1 		$766K Buy
8,723
+348
+4% +$32.6K 0.18% 67
2024
Q4 		$757K Buy
8,375
+783
+10% +$67.9K 0.19% 68
2024
Q3 		$613K Buy
7,592
+72
+1% +$5.29K 0.16% 75
2024
Q2 		$509K Buy
7,520
+222
+3% +$14K 0.15% 80
2024
Q1 		$439K Buy
7,298
+65
+0.9% +$3.72K 0.13% 87
2023
Q4 		$380K Sell
7,233
-885
-11% -$46.8K 0.12% 93
2023
Q3 		$433K Buy
8,118
+111
+1% +$5.91K 0.16% 80
2023
Q2 		$419K Buy
8,007
+3
+0% +$151 0.15% 89
2023
Q1 		$393K Sell
8,004
-369
-4% -$17.5K 0.15% 89
2022
Q4 		$396K Buy
8,373
+1,419
+20% +$67.4K 0.16% 87
2022
Q3 		$301K Sell
6,954
-84
-1% -$3.68K 0.15% 89
2022
Q2 		$285K Buy
7,038
+57
+0.8% +$2.63K 0.14% 99
2022
Q1 		$347K Hold
6,981
– – 0.16% 97
2021
Q4 		$337K Sell
6,981
-156
-2% -$7.45K 0.17% 94
2021
Q3 		$332K Buy
7,137
+24
+0.3% +$1.16K 0.21% 95
2021
Q2 		$334K Buy
7,113
+54
+0.8% +$2.52K 0.23% 88
2021
Q1 		$320K Sell
7,059
-69
-1% -$3.2K 0.25% 83
2020
Q4 		$342K Buy
+7,128
New +$346K 0.3% 73

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Dimensions Group's WMT Position: Q1 2026 in Review

Wealth Dimensions Group increased its Walmart Inc (WMT) stake by 3.5% in Q1 2026, buying an estimated $39.3K and bringing the position to 9,588 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #54.

Wealth Dimensions Group first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Wealth Dimensions Group held 9,588 shares of Walmart Inc worth $1.19M as of Q1 2026.
  • Wealth Dimensions Group bought 320 Walmart Inc shares in Q1 2026, an estimated $39.3K.
  • Walmart Inc made up 0.23% of Wealth Dimensions Group's portfolio in Q1 2026, its #54 holding.
  • Wealth Dimensions Group first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.