Black Diamond Financial’s Walmart Inc WMT Stock Holding History

Black Diamond Financial’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	$674K	Buy	5,947 +214	+4%	+$26.6K	0.06%	97
2026 Q1	$713K	Sell	5,733 -341	-6%	-$41.9K	0.08%	89
2025 Q4	$677K	Hold	6,074	–	–	0.07%	85
2025 Q3	$626K	Buy	6,074 +1,369	+29%	+$136K	0.07%	88
2025 Q2	$460K	Sell	4,705 -1,039	-18%	-$99K	0.07%	88
2025 Q1	$504K	Buy	5,744 +128	+2%	+$12K	0.08%	87
2024 Q4	$507K	Buy	5,616 +411	+8%	+$35.7K	0.08%	87
2024 Q3	$420K	Buy	5,205 +1,704	+49%	+$125K	0.07%	92
2024 Q2	$237K	Buy	+3,501	New	+$220K	0.05%	123

Other funds holding WMT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Black Diamond Financial's WMT Position: Q2 2026 in Review

Black Diamond Financial increased its Walmart Inc (WMT) stake by 3.7% in Q2 2026, buying an estimated $26.6K and bringing the position to 5,947 shares worth $674K. The position accounts for 0.06% of the portfolio, ranked #97.

Black Diamond Financial first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $713K in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Black Diamond Financial held 5,947 shares of Walmart Inc worth $674K as of Q2 2026.
Black Diamond Financial bought 214 Walmart Inc shares in Q2 2026, an estimated $26.6K.
Walmart Inc made up 0.06% of Black Diamond Financial's portfolio in Q2 2026, its #97 holding.
Black Diamond Financial first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Black Diamond Financial's Walmart Inc position peaked at $713K in Q1 2026.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.