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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
Q1 		$62.1K Buy
+500
New +$61.4K 0.02% 114

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

Oak Family Advisors's WMT Position: Q1 2026 in Review

Oak Family Advisors reduced its Walmart Inc (WMT) stake by 84% in Q1 2026, selling an estimated $5.88M and leaving 9,098 shares worth $1.13M. The position accounts for 0.32% of the portfolio, ranked #57.

Oak Family Advisors first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.64M in Q3 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Oak Family Advisors held 9,098 shares of Walmart Inc worth $1.13M as of Q1 2026.
  • Oak Family Advisors sold 47,928 Walmart Inc shares in Q1 2026, an estimated $5.88M.
  • Walmart Inc made up 0.32% of Oak Family Advisors's portfolio in Q1 2026, its #57 holding.
  • Oak Family Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • Oak Family Advisors's Walmart Inc position peaked at $8.64M in Q3 2024.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.