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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
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 $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

Live Oak Investment Partners's WMT Position: Q1 2026 in Review

Live Oak Investment Partners reduced its Walmart Inc (WMT) stake by 7.3% in Q1 2026, selling an estimated $50.8K and leaving 5,230 shares worth $650K. The position accounts for 0.38% of the portfolio, ranked #60.

Live Oak Investment Partners first reported a position in WMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $674K in Q3 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Live Oak Investment Partners held 5,230 shares of Walmart Inc worth $650K as of Q1 2026.
  • Live Oak Investment Partners sold 414 Walmart Inc shares in Q1 2026, an estimated $50.8K.
  • Walmart Inc made up 0.38% of Live Oak Investment Partners's portfolio in Q1 2026, its #60 holding.
  • Live Oak Investment Partners first reported a position in Walmart Inc in Q1 2025 and has held it in 5 quarters since.
  • Live Oak Investment Partners's Walmart Inc position peaked at $674K in Q3 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.