Diversified Investment Strategies’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.05M | Sell |
62,210
-100
| -0.2% | -$12.4K | 4.56% | 5 |
|
|
2026
Q1 | $7.74M | Buy |
62,310
+355
| +0.6% | +$43.6K | 4.95% | 4 |
|
|
2025
Q4 | $6.9M | Sell |
61,955
-2,175
| -3% | -$234K | 4.52% | 6 |
|
|
2025
Q3 | $6.61M | Sell |
64,130
-600
| -0.9% | -$59.7K | 4.33% | 8 |
|
|
2025
Q2 | $6.33M | Sell |
64,730
-910
| -1% | -$86.7K | 4.28% | 7 |
|
|
2025
Q1 | $5.76M | Sell |
65,640
-1,180
| -2% | -$111K | 3.91% | 7 |
|
|
2024
Q4 | $6.04M | Sell |
66,820
-1,095
| -2% | -$95K | 3.94% | 7 |
|
|
2024
Q3 | $5.48M | Sell |
67,915
-470
| -0.7% | -$34.5K | 3.62% | 9 |
|
|
2024
Q2 | $4.63M | Sell |
68,385
-350
| -0.5% | -$22K | 3.24% | 11 |
|
|
2024
Q1 | $4.14M | Sell |
68,735
-325
| -0.5% | -$18.6K | 2.78% | 14 |
|
|
2023
Q4 | $3.63M | Sell |
69,060
-2,805
| -4% | -$148K | 2.66% | 14 |
|
|
2023
Q3 | $3.83M | Sell |
71,865
-3,375
| -4% | -$180K | 2.91% | 12 |
|
|
2023
Q2 | $3.94M | Sell |
75,240
-615
| -0.8% | -$31K | 2.92% | 13 |
|
|
2023
Q1 | $3.73M | Sell |
75,855
-675
| -0.9% | -$32K | 2.65% | 14 |
|
|
2022
Q4 | $3.62M | Sell |
76,530
-150
| -0.2% | -$7.12K | 2.81% | 13 |
|
|
2022
Q3 | $3.31M | Buy |
76,680
+210
| +0.3% | +$9.2K | 2.73% | 12 |
|
|
2022
Q2 | $3.1M | Buy |
76,470
+5,295
| +7% | +$244K | 2.55% | 13 |
|
|
2022
Q1 | $3.53M | Hold |
71,175
| – | – | 2.42% | 14 |
|
|
2021
Q4 | $3.43M | Hold |
71,175
| – | – | 2.49% | 16 |
|
|
2021
Q3 | $3.31M | Hold |
71,175
| – | – | 2.45% | 17 |
|
|
2021
Q2 | $3.35M | Sell |
71,175
-315
| -0.4% | -$14.7K | 2.48% | 17 |
|
|
2021
Q1 | $3.24M | Sell |
71,490
-11,175
| -14% | -$518K | 2.52% | 16 |
|
|
2020
Q4 | $4.04M | Sell |
82,665
-375
| -0.5% | -$18.2K | 3.16% | 15 |
|
|
2020
Q3 | $3.87M | Sell |
83,040
-555
| -0.7% | -$24.7K | 4.04% | 13 |
|
|
2020
Q2 | $3.34M | Sell |
83,595
-6,975
| -8% | -$287K | 3.56% | 12 |
|
|
2020
Q1 | $3.43M | Sell |
90,570
-3,390
| -4% | -$130K | 4.6% | 9 |
|
|
2019
Q4 | $3.72M | Sell |
93,960
-50,256
| -35% | -$2M | 3.7% | 13 |
|
|
2019
Q3 | $5.71M | Sell |
144,216
-2,169
| -1% | -$81.9K | 5.9% | 4 |
|
|
2019
Q2 | $5.39M | Sell |
146,385
-12,525
| -8% | -$432K | 5.19% | 7 |
|
|
2019
Q1 | $5.17M | Buy |
158,910
+1,050
| +0.7% | +$34K | 4.91% | 9 |
|
|
2018
Q4 | $4.9M | Sell |
157,860
-255
| -0.2% | -$8.18K | 5.03% | 8 |
|
|
2018
Q3 | $4.95M | Sell |
158,115
-3,000
| -2% | -$91.8K | 4.45% | 9 |
|
|
2018
Q2 | $4.6M | Sell |
161,115
-2,100
| -1% | -$59.7K | 4.24% | 8 |
|
|
2018
Q1 | $4.84M | Sell |
163,215
-600
| -0.4% | -$19.3K | 4.74% | 7 |
|
|
2017
Q4 | $5.39M | Hold |
163,815
| – | – | 4.89% | 5 |
|
|
2017
Q3 | $4.27M | Sell |
163,815
-750
| -0.5% | -$19.7K | 4.12% | 6 |
|
|
2017
Q2 | $4.15M | Sell |
164,565
-900
| -0.5% | -$22.8K | 3.99% | 5 |
|
|
2017
Q1 | $3.98M | Buy |
165,465
+1,425
| +0.9% | +$32.8K | 3.94% | 6 |
|
|
2016
Q4 | $3.78M | Sell |
164,040
-375
| -0.2% | -$8.75K | 3.96% | 6 |
|
|
2016
Q3 | $3.95M | Sell |
164,415
-225
| -0.1% | -$5.46K | 3.89% | 6 |
|
|
2016
Q2 | $4.01M | Hold |
164,640
| – | – | 4.03% | 5 |
|
|
2016
Q1 | $3.76M | Buy |
164,640
+1,950
| +1% | +$42.8K | 3.94% | 6 |
|
|
2015
Q4 | $3.32M | Buy |
162,690
+84,465
| +108% | +$1.69M | 3.79% | 5 |
|
|
2015
Q3 | $1.69M | Buy |
78,225
+27,150
| +53% | +$623K | 2.02% | 11 |
|
|
2015
Q2 | $1.21M | Buy |
51,075
+2,775
| +6% | +$70.8K | 1.24% | 26 |
|
|
2015
Q1 | $1.32M | Hold |
48,300
| – | – | 1.31% | 27 |
|
|
2014
Q4 | $1.38M | Sell |
48,300
-1,050
| -2% | -$28.4K | 1.25% | 23 |
|
|
2014
Q3 | $1.26M | Hold |
49,350
| – | – | 1.05% | 28 |
|
|
2014
Q2 | $1.24M | Hold |
49,350
| – | – | 0.94% | 30 |
|
|
2014
Q1 | $1.26M | Hold |
49,350
| – | – | 1.02% | 26 |
|
|
2013
Q4 | $1.29M | Hold |
49,350
| – | – | 1.04% | 25 |
|
|
2013
Q3 | $1.22M | Hold |
49,350
| – | – | 0.99% | 31 |
|
|
2013
Q2 | $1.23M | Buy |
+49,350
| New | +$1.26M | 1.04% | 27 |
|
Other funds holding WMT
Diversified Investment Strategies's WMT Position: Q2 2026 in Review
Diversified Investment Strategies reduced its Walmart Inc (WMT) stake by 0.16% in Q2 2026, selling an estimated $12.4K and leaving 62,210 shares worth $7.05M. The position accounts for 4.56% of the portfolio, ranked #5.
Diversified Investment Strategies first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.74M in Q1 2026. 2,212 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Diversified Investment Strategies held 62,210 shares of Walmart Inc worth $7.05M as of Q2 2026.
- Diversified Investment Strategies sold 100 Walmart Inc shares in Q2 2026, an estimated $12.4K.
- Walmart Inc made up 4.56% of Diversified Investment Strategies's portfolio in Q2 2026, its #5 holding.
- Diversified Investment Strategies first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
- Diversified Investment Strategies's Walmart Inc position peaked at $7.74M in Q1 2026.
- 2,212 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Diversified Investment Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.