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BOK Financial Private Wealth’s Walmart Inc WMT Stock Holding History

BOK Financial Private Wealth’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 		$2.51M Sell
20,137
-1,354
-6% -$166K 0.15% 48
2025
Q4 		$2.39M Sell
21,491
-140
-0.6% -$15K 0.15% 51
2025
Q3 		$2.23M Buy
21,631
+1,617
+8% +$161K 0.14% 52
2025
Q2 		$1.96M Sell
20,014
-3,692
-16% -$352K 0.13% 60
2025
Q1 		$2.09M Sell
23,706
-1,545
-6% -$145K 0.16% 58
2024
Q4 		$2.29M Sell
25,251
-689
-3% -$59.8K 0.17% 57
2024
Q3 		$2.09M Sell
25,940
-2,497
-9% -$183K 0.15% 67
2024
Q2 		$1.93M Buy
28,437
+430
+2% +$27.1K 0.14% 72
2024
Q1 		$1.69M Sell
28,007
-1,051
-4% -$60.1K 0.13% 80
2023
Q4 		$1.53M Buy
29,058
+16,824
+138% +$890K 0.12% 82
2023
Q3 		$652K Buy
12,234
+1,107
+10% +$58.9K 0.06% 111
2023
Q2 		$583K Sell
11,127
-3,945
-26% -$199K 0.05% 118
2023
Q1 		$744K Buy
15,072
+45
+0.3% +$2.14K 0.06% 114
2022
Q4 		$713K Hold
15,027
– – 0.06% 112
2022
Q3 		$650K Hold
15,027
– – 0.06% 118
2022
Q2 		$609K Sell
15,027
-22,995
-60% -$1.06M 0.05% 120
2022
Q1 		$1.89M Buy
38,022
+4,902
+15% +$230K 0.13% 103
2021
Q4 		$1.6M Buy
33,120
+2,796
+9% +$133K 0.11% 104
2021
Q3 		$1.41M Buy
30,324
+2,526
+9% +$122K 0.11% 97
2021
Q2 		$1.31M Buy
27,798
+3,609
+15% +$168K 0.11% 96
2021
Q1 		$1.09M Buy
24,189
+6,087
+34% +$282K 0.1% 96
2020
Q4 		$870K Buy
18,102
+2,331
+15% +$113K 0.08% 103
2020
Q3 		$736K Sell
15,771
-108
-0.7% -$4.8K 0.08% 107
2020
Q2 		$634K Sell
15,879
-4,758
-23% -$196K 0.07% 110
2020
Q1 		$782K Buy
20,637
+1,038
+5% +$39.9K 0.1% 109
2019
Q4 		$776K Buy
19,599
+2,037
+12% +$80.9K 0.07% 111
2019
Q3 		$695K Buy
17,562
+924
+6% +$34.9K 0.1% 58
2019
Q2 		$613K Buy
16,638
+1,158
+7% +$39.9K 0.09% 60
2019
Q1 		$503K Sell
15,480
-1,767
-10% -$57.3K 0.07% 61
2018
Q4 		$536K Buy
17,247
+5,403
+46% +$173K 0.07% 64
2018
Q3 		$371K Hold
11,844
– – 0.06% 64
2018
Q2 		$338K Hold
11,844
– – 0.05% 64
2018
Q1 		$351K Sell
11,844
-1,704
-13% -$54.8K 0.06% 69
2017
Q4 		$446K Sell
13,548
-1,164
-8% -$35.6K 0.07% 61
2017
Q3 		$383K Sell
14,712
-1,800
-11% -$47.2K 0.06% 67
2017
Q2 		$417K Sell
16,512
-2,352
-12% -$59.7K 0.06% 77
2017
Q1 		$453K Sell
18,864
-9,630
-34% -$222K 0.06% 77
2016
Q4 		$657K Sell
28,494
-3,828
-12% -$89.3K 0.1% 63
2016
Q3 		$777K Buy
+32,322
New +$784K 0.12% 57
2014
Q1 		– Sell
-7,668
Closed -$201K – 74
2013
Q4 		$201K Buy
+7,668
New +$198K 0.04% 65

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

BOK Financial Private Wealth's WMT Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Walmart Inc (WMT) stake by 6.3% in Q1 2026, selling an estimated $166K and leaving 20,137 shares worth $2.51M. The position accounts for 0.15% of the portfolio, ranked #48.

BOK Financial Private Wealth first reported a position in WMT in Q4 2013 and has held it in 40 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • BOK Financial Private Wealth held 20,137 shares of Walmart Inc worth $2.51M as of Q1 2026.
  • BOK Financial Private Wealth sold 1,354 Walmart Inc shares in Q1 2026, an estimated $166K.
  • Walmart Inc made up 0.15% of BOK Financial Private Wealth's portfolio in Q1 2026, its #48 holding.
  • BOK Financial Private Wealth first reported a position in Walmart Inc in Q4 2013 and has held it in 40 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.