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Live Oak Private Wealth’s Walmart Inc WMT Stock Holding History

Live Oak 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
Q2 		$2.4M Sell
21,156
-250
-1% -$31K 0.3% 77
2026
Q1 		$2.66M Sell
21,406
-352
-2% -$43.2K 0.37% 65
2025
Q4 		$2.42M Sell
21,758
-77
-0.4% -$8.27K 0.33% 69
2025
Q3 		$2.25M Sell
21,835
-311
-1% -$31K 0.31% 74
2025
Q2 		$2.17M Sell
22,146
-52
-0.2% -$4.95K 0.32% 72
2025
Q1 		$1.95M Sell
22,198
-225
-1% -$21.1K 0.32% 73
2024
Q4 		$2.03M Sell
22,423
-139
-0.6% -$12.1K 0.34% 67
2024
Q3 		$1.82M Sell
22,562
-76
-0.3% -$5.58K 0.3% 74
2024
Q2 		$1.53M Sell
22,638
-1,524
-6% -$96K 0.26% 78
2024
Q1 		$1.45M Sell
24,162
-1,335
-5% -$76.4K 0.25% 78
2023
Q4 		$1.34M Sell
25,497
-1,041
-4% -$55.1K 0.25% 77
2023
Q3 		$1.41M Sell
26,538
-717
-3% -$38.2K 0.3% 67
2023
Q2 		$1.43M Buy
27,255
+1,686
+7% +$85.1K 0.28% 72
2023
Q1 		$1.26M Sell
25,569
-120
-0.5% -$5.7K 0.26% 75
2022
Q4 		$1.21M Hold
25,689
– – 0.25% 80
2022
Q3 		$1.11M Buy
25,689
+84
+0.3% +$3.68K 0.25% 79
2022
Q2 		$1.04M Sell
25,605
-1,032
-4% -$47.6K 0.22% 84
2022
Q1 		$1.32M Buy
26,637
+3,165
+13% +$149K 0.26% 79
2021
Q4 		$1.13M Hold
23,472
– – 0.21% 88
2021
Q3 		$1.09M Buy
23,472
+1,959
+9% +$94.4K 0.22% 87
2021
Q2 		$1.01M Buy
21,513
+75
+0.3% +$3.49K 0.22% 85
2021
Q1 		$971K Sell
21,438
-30
-0.1% -$1.39K 0.24% 80
2020
Q4 		$1.03M Buy
21,468
+1,209
+6% +$58.7K 0.29% 70
2020
Q3 		$945K Sell
20,259
-30
-0.1% -$1.33K 0.32% 65
2020
Q2 		$810K Buy
20,289
+2,100
+12% +$86.4K 0.29% 67
2020
Q1 		$689K Buy
18,189
+750
+4% +$28.9K 0.71% 33
2019
Q4 		$691K Buy
+17,439
New +$693K 0.67% 32

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

Live Oak Private Wealth's WMT Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Walmart Inc (WMT) stake by 1.2% in Q2 2026, selling an estimated $31K and leaving 21,156 shares worth $2.4M. The position accounts for 0.3% of the portfolio, ranked #77.

Live Oak Private Wealth first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.66M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Live Oak Private Wealth held 21,156 shares of Walmart Inc worth $2.4M as of Q2 2026.
  • Live Oak Private Wealth sold 250 Walmart Inc shares in Q2 2026, an estimated $31K.
  • Walmart Inc made up 0.3% of Live Oak Private Wealth's portfolio in Q2 2026, its #77 holding.
  • Live Oak Private Wealth first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's Walmart Inc position peaked at $2.66M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.