OakTrust Wealth Advisors’s Walmart Inc WMT Stock Holding History

OakTrust 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
2026 Q2	–	Sell	-1,753	Closed	-$218K	–	74
2026 Q1	$218K	Buy	+1,753	New	+$215K	0.2%	61

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

OakTrust Wealth Advisors's WMT Position: Q2 2026 in Review

OakTrust Wealth Advisors sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,753 shares — an estimated $218K sold.

OakTrust Wealth Advisors first reported a position in WMT in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 4,374 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

OakTrust Wealth Advisors reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
OakTrust Wealth Advisors sold 1,753 Walmart Inc shares in Q2 2026, an estimated $218K.
OakTrust Wealth Advisors first reported a position in Walmart Inc in Q1 2026 and held it in 1 quarter.
OakTrust Wealth Advisors's Walmart Inc position peaked at $218K in Q1 2026.
4,374 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.