LOIP
WMT icon

Live Oak Investment Partners’s Walmart Inc WMT Stock Holding History

Live Oak Investment Partners’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 		$576K Sell
5,086
-144
-3% -$17.9K 0.31% 64
2026
Q1 		$650K Sell
5,230
-414
-7% -$50.8K 0.38% 60
2025
Q4 		$629K Sell
5,644
-898
-14% -$96.4K 0.39% 59
2025
Q3 		$674K Hold
6,542
– – 0.45% 55
2025
Q2 		$640K Buy
6,542
+41
+0.6% +$3.91K 0.49% 51
2025
Q1 		$571K Buy
+6,501
New +$610K 0.45% 55
2024
Q4 		– Hold
0
– – – 55
2024
Q3 		– Hold
0
– – – 56
2024
Q2 		– Hold
0
– – – 57
2023
Q4 		– Hold
0
– – – 67
2023
Q3 		– Hold
0
– – – 68
2023
Q2 		– Hold
0
– – – 65
2023
Q1 		– Hold
0
– – – 67
2022
Q4 		– Hold
0
– – – 71

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Live Oak Investment Partners's WMT Position: Q2 2026 in Review

Live Oak Investment Partners reduced its Walmart Inc (WMT) stake by 2.8% in Q2 2026, selling an estimated $17.9K and leaving 5,086 shares worth $576K. The position accounts for 0.31% of the portfolio, ranked #64.

Live Oak Investment Partners first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $674K in Q3 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Live Oak Investment Partners held 5,086 shares of Walmart Inc worth $576K as of Q2 2026.
  • Live Oak Investment Partners sold 144 Walmart Inc shares in Q2 2026, an estimated $17.9K.
  • Walmart Inc made up 0.31% of Live Oak Investment Partners's portfolio in Q2 2026, its #64 holding.
  • Live Oak Investment Partners first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • Live Oak Investment Partners's Walmart Inc position peaked at $674K in Q3 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.