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Great Diamond Partners’s Walmart Inc WMT Stock Holding History

Great Diamond Partners’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 		$1.56M Sell
13,789
-9
-0.1% -$1.12K 0.27% 92
2026
Q1 		$1.71M Sell
13,798
-4,112
-23% -$505K 0.33% 84
2025
Q4 		$2M Sell
17,910
-1,067
-6% -$115K 0.38% 80
2025
Q3 		$1.96M Sell
18,977
-159
-0.8% -$15.8K 0.38% 78
2025
Q2 		$1.87M Buy
19,136
+12,650
+195% +$1.21M 0.4% 72
2025
Q1 		$569K Buy
6,486
+125
+2% +$11.7K 0.16% 105
2024
Q4 		$575K Sell
6,361
-550
-8% -$47.7K 0.15% 109
2024
Q3 		$558K Sell
6,911
-3,762
-35% -$276K 0.14% 112
2024
Q2 		$723K Sell
10,673
-1,378
-11% -$86.8K 0.17% 110
2024
Q1 		$725K Sell
12,051
-8,100
-40% -$463K 0.17% 113
2023
Q4 		$1.06M Sell
20,151
-1,131
-5% -$59.8K 0.26% 85
2023
Q3 		$1.13M Buy
21,282
+4,383
+26% +$233K 0.31% 79
2023
Q2 		$885K Buy
16,899
+267
+2% +$13.5K 0.23% 92
2023
Q1 		$817K Buy
16,632
+1,380
+9% +$65.5K 0.24% 94
2022
Q4 		$721K Sell
15,252
-2,262
-13% -$107K 0.22% 97
2022
Q3 		$757K Sell
17,514
-1,920
-10% -$84.1K 0.26% 88
2022
Q2 		$787K Sell
19,434
-105
-0.5% -$4.84K 0.26% 85
2022
Q1 		$970K Buy
19,539
+1,698
+10% +$79.7K 0.27% 85
2021
Q4 		$860K Sell
17,841
-2,010
-10% -$96K 0.22% 96
2021
Q3 		$922K Sell
19,851
-12
-0.1% -$578 0.25% 86
2021
Q2 		$933K Buy
19,863
+264
+1% +$12.3K 0.26% 88
2021
Q1 		$887K Sell
19,599
-2,247
-10% -$104K 0.27% 89
2020
Q4 		$1.05M Buy
21,846
+870
+4% +$42.2K 0.33% 64
2020
Q3 		$978K Buy
20,976
+6,660
+47% +$296K 0.36% 59
2020
Q2 		$571K Sell
14,316
-1,170
-8% -$48.1K 0.24% 73
2020
Q1 		$586K Sell
15,486
-300
-2% -$11.5K 0.3% 66
2019
Q4 		$625K Buy
+15,786
New +$627K 0.24% 71

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Great Diamond Partners's WMT Position: Q2 2026 in Review

Great Diamond Partners reduced its Walmart Inc (WMT) stake by 0.07% in Q2 2026, selling an estimated $1.12K and leaving 13,789 shares worth $1.56M. The position accounts for 0.27% of the portfolio, ranked #92.

Great Diamond Partners first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Great Diamond Partners held 13,789 shares of Walmart Inc worth $1.56M as of Q2 2026.
  • Great Diamond Partners sold 9 Walmart Inc shares in Q2 2026, an estimated $1.12K.
  • Walmart Inc made up 0.27% of Great Diamond Partners's portfolio in Q2 2026, its #92 holding.
  • Great Diamond Partners first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's Walmart Inc position peaked at $2M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.