Heritage Oak Wealth Advisors’s Walmart Inc WMT Stock Holding History

Heritage Oak Wealth Advisors’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	$121M	Sell	1,068,525 -17,744	-2%	-$2.2M	35.63%	1
2026 Q1	$135M	Buy	1,086,269 +207,865	+24%	+$25.5M	42.99%	1
2025 Q4	$98.1M	Sell	878,404 -41,272	-4%	-$4.43M	36.25%	1
2025 Q3	$94.8M	Sell	919,676 -46,617	-5%	-$4.64M	34.44%	1
2025 Q2	$94.5M	Buy	966,293 +23,479	+2%	+$2.24M	36.49%	1
2025 Q1	$82.8M	Buy	942,814 +235,731	+33%	+$22.1M	36.36%	1
2024 Q4	$63.9M	Buy	707,083 +388,295	+122%	+$33.7M	30.01%	1
2024 Q3	$25.7M	Sell	318,788 -482,794	-60%	-$35.5M	11.86%	1
2024 Q2	$54.3M	Buy	+801,582	New	+$50.5M	27.44%	1

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Heritage Oak Wealth Advisors's WMT Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.6% in Q2 2026, selling an estimated $2.2M and leaving 1,068,525 shares worth $121M. The position accounts for 35.63% of the portfolio, ranked #1.

Heritage Oak Wealth Advisors first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $135M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Heritage Oak Wealth Advisors held 1,068,525 shares of Walmart Inc worth $121M as of Q2 2026.
Heritage Oak Wealth Advisors sold 17,744 Walmart Inc shares in Q2 2026, an estimated $2.2M.
Walmart Inc made up 35.63% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Heritage Oak Wealth Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Heritage Oak Wealth Advisors's Walmart Inc position peaked at $135M in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.