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Diversified Investment Strategies’s Walmart Inc WMT Stock Holding History

Diversified Investment Strategies’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 		$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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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. 2,222 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.
  • 2,222 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.