Diversify Advisory Services’s Walmart Inc WMT Stock Holding History

Diversify Advisory Services’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	$11M	Buy	+98,331	New	+$12.2M	0.18%	118
2026 Q1	–	Sell	-26,170	Closed	-$3.13M	–	868
2025 Q4	$3.13M	Sell	26,170 -13,045	-33%	-$1.4M	0.1%	156
2025 Q3	$3.98M	Buy	39,215 +3,317	+9%	+$330K	0.13%	122
2025 Q2	$3.72M	Sell	35,898 -15,463	-30%	-$1.47M	0.14%	110
2025 Q1	$4.93M	Buy	51,361 +31,051	+153%	+$2.91M	0.31%	54
2024 Q4	$1.89M	Buy	20,310 +1,152	+6%	+$100K	0.1%	144
2024 Q3	$1.57M	Buy	19,158 +507	+3%	+$37.2K	0.08%	191
2024 Q2	$1.3M	Buy	18,651 +1,765	+10%	+$111K	0.07%	199
2024 Q1	$1.01M	Buy	+16,886	New	+$966K	0.06%	250

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Diversify Advisory Services's WMT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Walmart Inc (WMT) in Q2 2026: 98,331 shares worth $11M. The stake represents 0.18% of the portfolio and ranks #118 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in WMT as recently as Q4 2025.

Diversify Advisory Services first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Diversify Advisory Services held 98,331 shares of Walmart Inc worth $11M as of Q2 2026.
Walmart Inc was a new Diversify Advisory Services position in Q2 2026.
Walmart Inc made up 0.18% of Diversify Advisory Services's portfolio in Q2 2026, its #118 holding.
Diversify Advisory Services first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.