Dynamic Advisor Solutions LLC

Position in WMT — Walmart Inc.

CIK 1599747 PHOENIX, AZ

Back to WMT Full portfolio

Position in WMT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$15,765,225

-$1,576,681 QoQ

Shares Held

139,195

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#704

of 4,382 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Derivatives in WMT

reported options exposure · as of Dec 31, 2020

CallValue

$2,000

CallShares

3,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $36,346,681 across 4 Discount Stores names. WMT ranks #2 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	20,108	$18,810,430
2	WMT	Walmart Inc. This page	139,195	$15,765,225
3	DG	Dollar General Corp	12,592	$1,449,465
4	TGT	Target Corp	2,462	$321,561

All Filings in WMT

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,765,225	139,195	-0.2%	Shares	Sole	2026-07-07
2026-03-31	$17,341,906	139,539	+0.4%	Shares	Sole	2026-04-08
2025-12-31	$15,479,528	138,942	-4.2%	Shares	Sole	2026-01-09
2025-09-30	$14,950,192	145,063	+4.7%	Shares	Sole	2025-10-09
2025-06-30	$13,545,072	138,526	+0.6%	Shares	Sole	2025-07-09
2025-03-31	$12,089,560	137,710	-10.6%	Shares	Sole	2025-04-17
2024-09-30	$12,443,655	154,101	-1.6%	Shares	Sole	2024-10-07
2024-06-30	$10,600,203	156,553	+2.1%	Shares	Sole	2024-07-15
2024-03-31	$9,222,496	153,274	+173.8%	Shares	Sole	2024-04-12
2023-12-31	$8,826,508	55,988	+110.6%	Shares	Sole	2024-01-10
2023-09-30	$4,252,378	26,589	+12.9%	Shares	Sole	2023-10-11
2023-06-30	$3,700,800	23,545	+6.9%	Shares	Sole	2023-08-03
2023-03-31	$3,247,733	22,026	+27.1%	Shares	Sole	2023-04-11
2022-12-31	$2,456,368	17,324	+0.2%	Shares	Sole	2023-01-13
2022-09-30	$2,242,251	17,288	+8.0%	Shares	Sole	2022-10-20
2022-06-30	$1,946,375	16,009	-2.6%	Shares	Sole	2022-07-27
2022-03-31	$2,447,500	16,435	+5.1%	Shares	Sole	2022-04-11
2021-12-31	$2,261,649	15,631	+5.0%	Shares	Sole	2022-01-26
2021-09-30	$2,074,253	14,882	-6.0%	Shares	Sole	2021-10-28
2021-06-30	$2,233,194	15,836	+13.5%	Shares	Sole	2021-08-10
2021-03-31	$1,894,965	13,951	-24.0%	Shares	Sole	2021-04-27
2020-12-31	$2,000	1,000	-9.1%	Call	Sole	2021-02-03
2020-12-31	$2,645,440	18,352	+15.7%	Shares	Sole	2021-02-03
2020-09-30	$5,000	1,100	—	Call	Sole	2020-10-27
2020-09-30	$2,218,974	15,860	+33.4%	Shares	Sole	2020-10-27
2020-06-30	$1,423,586	11,885	+43.8%	Shares	Sole	2020-08-05
2020-03-31	$939,182	8,266	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.