DWM
WMT icon

Diversify Wealth Management’s Walmart Inc WMT Stock Holding History

Diversify Wealth Management’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 Sell
98,331
-925
-0.9% -$115K 0.18% 118
2026
Q1 		$12.7M Buy
99,256
+28,360
+40% +$3.48M 0.23% 87
2025
Q4 		$8.53M Buy
70,896
+617
+0.9% +$66.2K 0.4% 55
2025
Q3 		$7.14M Buy
70,279
+4,174
+6% +$416K 0.41% 62
2025
Q2 		$6.85M Buy
66,105
+2,787
+4% +$266K 0.42% 52
2025
Q1 		$6.08M Sell
63,318
-7,497
-11% -$703K 0.45% 50
2024
Q4 		$6.59M Buy
70,815
+7,199
+11% +$625K 0.51% 48
2024
Q3 		$5.3M Buy
63,616
+414
+0.7% +$30.4K 0.51% 42
2024
Q2 		$4.27M Buy
+63,202
New +$3.98M 0.53% 44

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

Diversify Wealth Management's WMT Position: Q2 2026 in Review

Diversify Wealth Management reduced its Walmart Inc (WMT) stake by 0.93% in Q2 2026, selling an estimated $115K and leaving 98,331 shares worth $11M. The position accounts for 0.18% of the portfolio, ranked #118.

Diversify Wealth Management first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.7M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Diversify Wealth Management held 98,331 shares of Walmart Inc worth $11M as of Q2 2026.
  • Diversify Wealth Management sold 925 Walmart Inc shares in Q2 2026, an estimated $115K.
  • Walmart Inc made up 0.18% of Diversify Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Diversify Wealth Management first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Walmart Inc position peaked at $12.7M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.