Oak Ridge Investments’s Walmart Inc WMT Stock Holding History

Oak Ridge Investments’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	-2,135	Closed	-$265K	–	198
2026 Q1	$265K	Sell	2,135 -173	-7%	-$21.2K	0.02%	164
2025 Q4	$257K	Sell	2,308 -369	-14%	-$39.6K	0.02%	170
2025 Q3	$276K	Buy	2,677 +419	+19%	+$41.7K	0.02%	168
2025 Q2	$221K	Buy	+2,258	New	+$215K	0.02%	167
2025 Q1	–	Sell	-3,053	Closed	-$276K	–	174
2024 Q4	$276K	Hold	3,053	–	–	0.02%	163
2024 Q3	$247K	Buy	3,053 +56	+2%	+$4.11K	0.02%	150
2024 Q2	$203K	Buy	+2,997	New	+$189K	0.02%	146
2023 Q1	–	Sell	-4,269	Closed	-$202K	–	156
2022 Q4	$202K	Buy	+4,269	New	+$203K	0.03%	148

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Oak Ridge Investments's WMT Position: Q2 2026 in Review

Oak Ridge Investments sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 2,135 shares — an estimated $265K sold.

Oak Ridge Investments first reported a position in WMT in Q4 2022 and held it in 8 quarters. The position peaked at $276K in Q3 2025. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Oak Ridge Investments reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Oak Ridge Investments sold 2,135 Walmart Inc shares in Q2 2026, an estimated $265K.
Oak Ridge Investments first reported a position in Walmart Inc in Q4 2022 and held it in 8 quarters.
Oak Ridge Investments's Walmart Inc position peaked at $276K in Q3 2025.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.