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Oak Harvest Investment Services’s Walmart Inc WMT Stock Holding History

Oak Harvest Investment Services’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 		$7.8M Buy
68,834
+40,609
+144% +$5.04M 0.73% 51
2026
Q1 		$3.51M Sell
28,225
-1,482
-5% -$182K 0.37% 81
2025
Q4 		$3.31M Buy
29,707
+248
+0.8% +$26.6K 0.36% 83
2025
Q3 		$3.04M Sell
29,459
-184
-0.6% -$18.3K 0.35% 83
2025
Q2 		$2.9M Sell
29,643
-138,199
-82% -$13.2M 0.36% 85
2025
Q1 		$14.7M Sell
167,842
-18,652
-10% -$1.75M 2.06% 7
2024
Q4 		$16.8M Buy
186,494
+3,862
+2% +$335K 2.35% 7
2024
Q3 		$14.7M Buy
182,632
+9,723
+6% +$714K 2.12% 6
2024
Q2 		$11.7M Buy
172,909
+34,401
+25% +$2.17M 1.82% 12
2024
Q1 		$8.33M Buy
138,508
+1,954
+1% +$112K 1.36% 27
2023
Q4 		$7.18M Sell
136,554
-50,673
-27% -$2.68M 1.43% 26
2023
Q3 		$9.98M Buy
187,227
+8,829
+5% +$470K 2.11% 12
2023
Q2 		$9.35M Buy
178,398
+14,481
+9% +$731K 2.1% 10
2023
Q1 		$8.06M Sell
163,917
-9,603
-6% -$456K 1.86% 12
2022
Q4 		$8.2M Sell
173,520
-12,648
-7% -$601K 2.13% 11
2022
Q3 		$8.05M Buy
186,168
+3,321
+2% +$145K 2.15% 9
2022
Q2 		$7.41M Buy
182,847
+5,679
+3% +$262K 2% 11
2022
Q1 		$8.79M Buy
177,168
+14,988
+9% +$704K 2.18% 7
2021
Q4 		$7.82M Buy
162,180
+14,604
+10% +$697K 1.94% 10
2021
Q3 		$6.86M Buy
147,576
+21,477
+17% +$1.03M 2% 12
2021
Q2 		$5.93M Buy
126,099
+9,705
+8% +$452K 1.95% 12
2021
Q1 		$5.27M Buy
116,394
+5,076
+5% +$235K 2.02% 10
2020
Q4 		$5.35M Buy
+111,318
New +$5.41M 2.29% 11

Other funds holding WMT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Oak Harvest Investment Services's WMT Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Walmart Inc (WMT) stake by 144% in Q2 2026, buying an estimated $5.04M and bringing the position to 68,834 shares worth $7.8M. The position accounts for 0.73% of the portfolio, ranked #51.

Oak Harvest Investment Services first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.8M in Q4 2024. 1,651 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Oak Harvest Investment Services held 68,834 shares of Walmart Inc worth $7.8M as of Q2 2026.
  • Oak Harvest Investment Services bought 40,609 Walmart Inc shares in Q2 2026, an estimated $5.04M.
  • Walmart Inc made up 0.73% of Oak Harvest Investment Services's portfolio in Q2 2026, its #51 holding.
  • Oak Harvest Investment Services first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's Walmart Inc position peaked at $16.8M in Q4 2024.
  • 1,651 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.