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Oak Family Advisors’s Walmart Inc WMT Stock Holding History

Oak Family Advisors’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 		$898K Sell
7,933
-1,165
-13% -$145K 0.23% 68
2026
Q1 		$1.13M Sell
9,098
-47,928
-84% -$5.88M 0.32% 57
2025
Q4 		$6.35M Sell
57,026
-345
-0.6% -$37K 1.74% 19
2025
Q3 		$5.91M Sell
57,371
-549
-0.9% -$54.7K 1.48% 21
2025
Q2 		$5.66M Sell
57,920
-17,574
-23% -$1.67M 1.79% 22
2025
Q1 		$6.63M Sell
75,494
-17,582
-19% -$1.65M 2.23% 12
2024
Q4 		$8.41M Sell
93,076
-13,901
-13% -$1.21M 3.05% 6
2024
Q3 		$8.64M Sell
106,977
-7,068
-6% -$519K 2.65% 7
2024
Q2 		$7.72M Buy
114,045
+1,229
+1% +$77.4K 2.65% 7
2024
Q1 		$6.79M Buy
112,816
+517
+0.5% +$29.6K 2.61% 10
2023
Q4 		$5.9M Buy
112,299
+11,280
+11% +$597K 2.48% 13
2023
Q3 		$5.39M Buy
101,019
+77,052
+321% +$4.1M 2.55% 12
2023
Q2 		$1.26M Sell
23,967
-3,120
-12% -$157K 0.59% 45
2023
Q1 		$1.33M Sell
27,087
-822
-3% -$39K 0.66% 44
2022
Q4 		$1.32M Sell
27,909
-126
-0.4% -$5.98K 0.71% 42
2022
Q3 		$1.21M Buy
28,035
+5,028
+22% +$220K 0.65% 40
2022
Q2 		$932K Buy
23,007
+1,695
+8% +$78.2K 0.47% 49
2022
Q1 		$1.06M Buy
21,312
+264
+1% +$12.4K 0.41% 53
2021
Q4 		$1.01M Buy
21,048
+2,229
+12% +$106K 0.38% 56
2021
Q3 		$874K Buy
18,819
+120
+0.6% +$5.78K 0.32% 54
2021
Q2 		$879K Buy
18,699
+636
+4% +$29.6K 0.37% 44
2021
Q1 		$818K Buy
18,063
+1,626
+10% +$75.3K 0.36% 45
2020
Q4 		$790K Buy
+16,437
New +$798K 0.41% 50

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

Oak Family Advisors's WMT Position: Q2 2026 in Review

Oak Family Advisors reduced its Walmart Inc (WMT) stake by 13% in Q2 2026, selling an estimated $145K and leaving 7,933 shares worth $898K. The position accounts for 0.23% of the portfolio, ranked #68.

Oak Family Advisors first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.64M in Q3 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Oak Family Advisors held 7,933 shares of Walmart Inc worth $898K as of Q2 2026.
  • Oak Family Advisors sold 1,165 Walmart Inc shares in Q2 2026, an estimated $145K.
  • Walmart Inc made up 0.23% of Oak Family Advisors's portfolio in Q2 2026, its #68 holding.
  • Oak Family Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Oak Family Advisors's Walmart Inc position peaked at $8.64M in Q3 2024.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.