Diversified Portfolios Inc’s Walmart Inc WMT Stock Holding History

Diversified Portfolios Inc’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
2025 Q1	–	Sell	-2,373	Closed	-$214K	–	152
2024 Q4	$214K	Buy	+2,373	New	+$206K	0.02%	143

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Diversified Portfolios Inc's WMT Position: Q1 2025 in Review

Diversified Portfolios Inc sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 2,373 shares — an estimated $214K sold.

Diversified Portfolios Inc first reported a position in WMT in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Diversified Portfolios Inc reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
Diversified Portfolios Inc sold 2,373 Walmart Inc shares in Q1 2025, an estimated $214K.
Diversified Portfolios Inc first reported a position in Walmart Inc in Q4 2024 and held it in 1 quarter.
Diversified Portfolios Inc's Walmart Inc position peaked at $214K in Q4 2024.
3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Diversified Portfolios Inc's 13F filing for Q1 2025, filed 22 Apr 2025.