Oak Hill Wealth Advisors’s Walmart Inc WMT Stock Holding History

Oak Hill Wealth 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
2025 Q3	$818K	Buy	7,933 +32	+0.4%	+$3.19K	0.15%	76
2025 Q2	$767K	Buy	7,901 +9	+0.1%	+$857	0.16%	72
2025 Q1	$693K	Sell	7,892 -74	-0.9%	-$6.94K	0.16%	62
2024 Q4	$720K	Buy	+7,966	New	+$691K	0.17%	59
2024 Q3	–	Sell	-7,562	Closed	-$555K	–	228
2024 Q2	$512K	Buy	+7,562	New	+$476K	0.16%	63
2024 Q1	–	Sell	-8,127	Closed	-$465K	–	213
2023 Q4	$427K	Hold	8,127	–	–	0.15%	71
2023 Q3	$433K	Buy	8,127 +252	+3%	+$13.4K	0.17%	63
2023 Q2	$414K	Buy	7,875 +12	+0.2%	+$605	0.15%	69
2023 Q1	$387K	Buy	7,863 +9	+0.1%	+$427	0.15%	73
2022 Q4	$371K	Buy	+7,854	New	+$373K	0.15%	74

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Oak Hill Wealth Advisors's WMT Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Walmart Inc (WMT) stake by 0.41% in Q3 2025, buying an estimated $3.19K and bringing the position to 7,933 shares worth $818K. The position accounts for 0.15% of the portfolio, ranked #76.

Oak Hill Wealth Advisors first reported a position in WMT in Q4 2022 and has held it in 10 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

Oak Hill Wealth Advisors held 7,933 shares of Walmart Inc worth $818K as of Q3 2025.
Oak Hill Wealth Advisors bought 32 Walmart Inc shares in Q3 2025, an estimated $3.19K.
Walmart Inc made up 0.15% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #76 holding.
Oak Hill Wealth Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 10 quarters since.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.