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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
2024
Q4 		– Sell
-7,567
Closed -$611K – 247
2024
Q3 		$611K Buy
+7,567
New +$556K 0.15% 64
2024
Q2 		– Sell
-5,510
Closed -$332K – 220
2024
Q1 		$332K Buy
+5,510
New +$315K 0.11% 80

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
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.