Position in WMT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$956,367
-$134,811 QoQ
Shares Held
8,444
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,697
of 4,373 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026DIVERSIFIED MANAGEMENT INC holds $1,868,450 across 2 Discount Stores names. WMT ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
8,444 | $956,367 | |
| 2 | COST |
Costco Wholesale Corp /New
|
975 | $912,083 |
All Filings in WMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,367 | 8,444 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,091,178 | 8,780 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $940,523 | 8,442 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||