Diversified Enterprises’s Walmart Inc WMT Stock Holding History

Diversified Enterprises’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 Q3	$4.35M	Buy	41,872 +3,225	+8%	+$354K	0.2%	51
2026 Q2	$4.38M	Buy	38,647 +356	+0.9%	+$44.2K	0.21%	49
2026 Q1	$4.76M	Buy	38,291 +8,968	+31%	+$1.1M	0.26%	38
2025 Q4	$3.27M	Buy	29,323 +10,852	+59%	+$1.17M	0.19%	54
2025 Q3	$1.9M	Buy	18,471 +596	+3%	+$59.3K	0.13%	67
2025 Q2	$1.75M	Sell	17,875 -1,016	-5%	-$96.8K	0.13%	62
2025 Q1	$1.66M	Buy	18,891 +5,447	+41%	+$511K	0.14%	63
2024 Q4	$1.21M	Buy	13,444 +1,234	+10%	+$107K	0.12%	69
2024 Q3	$986K	Buy	+12,210	New	+$897K	0.11%	74

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Diversified Enterprises's WMT Position: Q3 2026 in Review

Diversified Enterprises increased its Walmart Inc (WMT) stake by 8.3% in Q3 2026, buying an estimated $354K and bringing the position to 41,872 shares worth $4.35M. The position accounts for 0.2% of the portfolio, ranked #51.

Diversified Enterprises first reported a position in WMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.76M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Diversified Enterprises held 41,872 shares of Walmart Inc worth $4.35M as of Q3 2026.
Diversified Enterprises bought 3,225 Walmart Inc shares in Q3 2026, an estimated $354K.
Walmart Inc made up 0.2% of Diversified Enterprises's portfolio in Q3 2026, its #51 holding.
Diversified Enterprises first reported a position in Walmart Inc in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Walmart Inc position peaked at $4.76M in Q1 2026.
2,012 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.