DWM
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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
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 $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 Wealth Management's WMT Position: Q1 2026 in Review

Diversify Wealth Management increased its Walmart Inc (WMT) stake by 40% in Q1 2026, buying an estimated $3.48M and bringing the position to 99,256 shares worth $12.7M. The position accounts for 0.23% of the portfolio, ranked #87.

Diversify Wealth Management first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Diversify Wealth Management held 99,256 shares of Walmart Inc worth $12.7M as of Q1 2026.
  • Diversify Wealth Management bought 28,360 Walmart Inc shares in Q1 2026, an estimated $3.48M.
  • Walmart Inc made up 0.23% of Diversify Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Diversify Wealth Management first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.