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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
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 $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

BlackDiamond Wealth Management's WMT Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its Walmart Inc (WMT) stake by 1% in Q1 2026, buying an estimated $9.58K and bringing the position to 7,564 shares worth $940K. The position accounts for 0.45% of the portfolio, ranked #54.

BlackDiamond Wealth Management first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $966K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • BlackDiamond Wealth Management held 7,564 shares of Walmart Inc worth $940K as of Q1 2026.
  • BlackDiamond Wealth Management bought 78 Walmart Inc shares in Q1 2026, an estimated $9.58K.
  • Walmart Inc made up 0.45% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #54 holding.
  • BlackDiamond Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • BlackDiamond Wealth Management's Walmart Inc position peaked at $966K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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