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Oak Associates’s Walmart Inc WMT Stock Holding History

Oak Associates’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 		$238K Hold
2,100
– – 0.01% 133
2026
Q1 		$261K Hold
2,100
– – 0.02% 134
2025
Q4 		$234K Hold
2,100
– – 0.01% 129
2025
Q3 		$216K Hold
2,100
– – 0.01% 128
2025
Q2 		$205K Buy
+2,100
New +$200K 0.01% 130

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 $3.37T AUM 44.26% 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

Oak Associates's WMT Position: Q2 2026 in Review

Oak Associates held its Walmart Inc (WMT) position steady in Q2 2026 at 2,100 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #133.

Oak Associates first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $261K in Q1 2026. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Oak Associates held 2,100 shares of Walmart Inc worth $238K as of Q2 2026.
  • Oak Associates left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.01% of Oak Associates's portfolio in Q2 2026, its #133 holding.
  • Oak Associates first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Oak Associates's Walmart Inc position peaked at $261K in Q1 2026.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.