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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Diversify Advisory Services's WMT Position: Q1 2026 in Review

Diversify Advisory Services sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 26,170 shares — an estimated $3.13M sold.

Diversify Advisory Services first reported a position in WMT in Q1 2024 and held it in 8 quarters. The position peaked at $4.93M in Q1 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Diversify Advisory Services reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 26,170 Walmart Inc shares in Q1 2026, an estimated $3.13M.
  • Diversify Advisory Services first reported a position in Walmart Inc in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's Walmart Inc position peaked at $4.93M in Q1 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.