DIVERSIFY WEALTH MANAGEMENT, LLC

Position in WMT — Walmart Inc.

CIK 2030780 SANDY, UT

Position in WMT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$11,136,969

-$1,198,566 QoQ

Shares Held

98,331

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#846

of 4,373 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $46,623,639 across 5 Discount Stores names. WMT ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	32,762	$30,647,868
2	WMT	Walmart Inc. This page	98,331	$11,136,969
3	BJ	BJ's Wholesale Club Holdings, Inc.	30,840	$2,689,864
4	OLLI	Ollie's Bargain Outlet Holdings, Inc.	20,611	$1,584,573
5	TGT	Target Corp	4,321	$564,365

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,136,969	98,331	-0.9%	Shares	Sole	2026-07-30
2026-03-31	$12,335,535	99,256	+40.0%	Shares	Sole	2026-05-01
2025-12-31	$7,898,523	70,896	+0.9%	Shares	Sole	2026-02-03
2025-09-30	$7,242,953	70,279	+6.3%	Shares	Sole	2025-11-12
2025-06-30	$6,463,746	66,105	+4.4%	Shares	Sole	2025-08-14
2025-03-31	$5,558,687	63,318	-10.6%	Shares	Sole	2025-05-01
2024-12-31	$6,398,135	70,815	+11.3%	Shares	Sole	2025-01-16
2024-09-30	$5,136,992	63,616	+0.7%	Shares	Sole	2024-10-25
2024-06-30	$4,279,407	63,202	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.