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BlackDiamond Wealth Management’s Walmart Inc WMT Stock Holding History

BlackDiamond Wealth Management’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 		$870K Buy
7,722
+158
+2% +$19.6K 0.35% 69
2026
Q1 		$940K Buy
7,564
+78
+1% +$9.58K 0.45% 54
2025
Q4 		$966K Buy
7,486
+316
+4% +$33.9K 0.47% 52
2025
Q3 		$739K Buy
7,170
+37
+0.5% +$3.68K 0.4% 52
2025
Q2 		$701K Buy
7,133
+605
+9% +$57.6K 0.4% 50
2025
Q1 		$631K Sell
6,528
-144
-2% -$13.5K 0.43% 47
2024
Q4 		$603K Buy
6,672
+193
+3% +$16.7K 0.35% 63
2024
Q3 		$551K Buy
6,479
+549
+9% +$40.3K 0.33% 74
2024
Q2 		$401K Sell
5,930
-345
-5% -$21.7K 0.26% 86
2024
Q1 		$378K Sell
6,275
-139
-2% -$7.95K 0.27% 85
2023
Q4 		$361K Buy
6,414
+981
+18% +$51.9K 0.26% 84
2023
Q3 		$295K Sell
5,433
-36
-0.7% -$1.92K 0.27% 92
2023
Q2 		$290K Buy
5,469
+510
+10% +$25.7K 0.25% 96
2023
Q1 		$251K Buy
4,959
+540
+12% +$25.6K 0.26% 96
2022
Q4 		$213K Buy
+4,419
New +$210K 0.24% 105

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

BlackDiamond Wealth Management's WMT Position: Q2 2026 in Review

BlackDiamond Wealth Management increased its Walmart Inc (WMT) stake by 2.1% in Q2 2026, buying an estimated $19.6K and bringing the position to 7,722 shares worth $870K. The position accounts for 0.35% of the portfolio, ranked #69.

BlackDiamond Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $966K in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • BlackDiamond Wealth Management held 7,722 shares of Walmart Inc worth $870K as of Q2 2026.
  • BlackDiamond Wealth Management bought 158 Walmart Inc shares in Q2 2026, an estimated $19.6K.
  • Walmart Inc made up 0.35% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #69 holding.
  • BlackDiamond Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • BlackDiamond Wealth Management's Walmart Inc position peaked at $966K in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.