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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
2026
Q2 		$281K Buy
+2,477
New +$308K 0.02% 172
2025
Q1 		– Sell
-2,373
Closed -$214K – 152
2024
Q4 		$214K Buy
+2,373
New +$206K 0.02% 143

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Diversified Portfolios Inc's WMT Position: Q2 2026 in Review

Diversified Portfolios Inc opened a new position in Walmart Inc (WMT) in Q2 2026: 2,477 shares worth $281K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings. This is a return to the name: Diversified Portfolios Inc previously reported a position in WMT as recently as Q4 2024.

Diversified Portfolios Inc first reported a position in WMT in Q4 2024 and has held it in 2 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Diversified Portfolios Inc held 2,477 shares of Walmart Inc worth $281K as of Q2 2026.
  • Walmart Inc was a new Diversified Portfolios Inc position in Q2 2026.
  • Walmart Inc made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #172 holding.
  • Diversified Portfolios Inc first reported a position in Walmart Inc in Q4 2024 and has held it in 2 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.