OFA
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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 		– Sell
-500
Closed -$62.1K – 128
2026
Q1 		$62.1K Buy
+500
New +$61.4K 0.02% 114

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 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. 4,416 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.
  • 4,416 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.