Dakota Wealth Management

Position in WMT — Walmart Inc.

CIK 1631353 PALM BEACH GARDENS, FL

Position in WMT

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

Position Value

$7,111,255

-$275,823 QoQ

Shares Held

62,787

+5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,089

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Dakota Wealth Management holds $62,647,881 across 3 Discount Stores names. WMT ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	49,845	$46,628,502
2	TGT	Target Corp	68,204	$8,908,124
3	WMT	Walmart Inc. This page	62,787	$7,111,255

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,111,255	62,787	+5.6%	Shares	Defined	2026-08-07
2026-03-31	$7,387,078	59,439	-44.1%	Shares	Defined	2026-05-07
2025-12-31	$11,845,222	106,321	+17.9%	Shares	Defined	2026-01-13
2025-09-30	$9,295,599	90,196	-10.6%	Shares	Sole	2025-11-10
2025-06-30	$9,863,753	100,877	-2.7%	Shares	Defined	2025-07-16
2025-03-31	$9,103,910	103,701	+43.5%	Shares	Defined	2025-05-02
2024-12-31	$6,528,691	72,260	-3.7%	Shares	Sole	2025-01-17
2024-09-30	$6,057,945	75,021	-3.7%	Shares	Defined	2024-10-23
2024-06-30	$5,272,713	77,872	-0.2%	Shares	Defined	2024-07-22
2024-03-31	$4,695,546	78,038	+396.1%	Shares	Defined	2024-04-24
2023-12-31	$2,479,992	15,731	+5.9%	Shares	Defined	2024-01-30
2023-09-30	$2,375,759	14,855	+8.6%	Shares	Other	2023-10-24
2023-06-30	$2,150,534	13,682	+0.3%	Shares	Sole	2023-07-31
2023-03-31	$2,012,102	13,646	+0.9%	Shares	Other	2023-04-14
2022-12-31	$1,917,282	13,522	+4.8%	Shares	Sole	2023-02-08
2022-09-30	$1,674,036	12,907	-6.6%	Shares	Other	2022-11-10
2022-06-30	$1,680,844	13,825	-23.3%	Shares	Sole	2022-08-05
2022-03-31	$2,683,984	18,023	+12.7%	Shares	Sole	2022-05-13
2021-12-31	$2,314,460	15,996	-14.6%	Shares	Sole	2022-02-10
2021-09-30	$2,611,562	18,737	-62.7%	Shares	Other	2021-11-15
2021-06-30	$7,074,696	50,168	+4.2%	Shares	Sole	2021-08-02
2021-03-31	$6,540,490	48,152	-36.7%	Shares	Sole	2021-05-10
2020-12-31	$10,963,184	76,054	+17.9%	Shares	Sole	2021-02-12
2020-09-30	$9,022,802	64,490	+1.1%	Shares	Sole	2020-11-04
2020-06-30	$7,644,126	63,818	+3.4%	Shares	Sole	2020-08-07
2020-03-31	$7,012,165	61,716	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.