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Laurel Oak Wealth Management’s Walmart Inc WMT Stock Holding History

Laurel Oak Wealth Management’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 		$1.24M Buy
10,907
+473
+5% +$58.7K 0.18% 103
2026
Q1 		$1.3M Buy
10,434
+503
+5% +$61.8K 0.22% 87
2025
Q4 		$1.11M Buy
+9,931
New +$1.07M 0.19% 97

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

Laurel Oak Wealth Management's WMT Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Walmart Inc (WMT) stake by 4.5% in Q2 2026, buying an estimated $58.7K and bringing the position to 10,907 shares worth $1.24M. The position accounts for 0.18% of the portfolio, ranked #103.

Laurel Oak Wealth Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 2,211 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Laurel Oak Wealth Management held 10,907 shares of Walmart Inc worth $1.24M as of Q2 2026.
  • Laurel Oak Wealth Management bought 473 Walmart Inc shares in Q2 2026, an estimated $58.7K.
  • Walmart Inc made up 0.18% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Laurel Oak Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Walmart Inc position peaked at $1.3M in Q1 2026.
  • 2,211 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.