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Oakwell Private Wealth Management’s Walmart Inc WMT Stock Holding History

Oakwell Private Wealth Management’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 		$791K Sell
6,988
-621
-8% -$77.1K 0.13% 51
2026
Q1 		$946K Buy
7,609
+8
+0.1% +$982 0.17% 46
2025
Q4 		$847K Buy
7,601
+764
+11% +$82K 0.16% 50
2025
Q3 		$705K Sell
6,837
-151
-2% -$15K 0.14% 51
2025
Q2 		$683K Buy
6,988
+93
+1% +$8.86K 0.16% 48
2025
Q1 		$605K Buy
6,895
+960
+16% +$90.1K 0.17% 44
2024
Q4 		$536K Sell
5,935
-104
-2% -$9.03K 0.15% 43
2024
Q3 		$488K Hold
6,039
– – 0.14% 46
2024
Q2 		$409K Hold
6,039
– – 0.12% 50
2024
Q1 		$363K Sell
6,039
-387
-6% -$22.1K 0.11% 47
2023
Q4 		$338K Buy
6,426
+120
+2% +$6.35K 0.12% 48
2023
Q3 		$336K Sell
6,306
-900
-12% -$47.9K 0.14% 47
2023
Q2 		$378K Hold
7,206
– – 0.16% 45
2023
Q1 		$354K Sell
7,206
-12
-0.2% -$570 0.16% 46
2022
Q4 		$341K Sell
7,218
-303
-4% -$14.4K 0.16% 44
2022
Q3 		$325K Sell
7,521
-144
-2% -$6.31K 0.18% 50
2022
Q2 		$311K Buy
7,665
+234
+3% +$10.8K 0.18% 47
2022
Q1 		$369K Buy
7,431
+957
+15% +$44.9K 0.19% 46
2021
Q4 		$312K Buy
6,474
+1,947
+43% +$93K 0.16% 52
2021
Q3 		$210K Buy
4,527
+12
+0.3% +$578 0.11% 57
2021
Q2 		$212K Sell
4,515
-972
-18% -$45.3K 0.14% 61
2021
Q1 		$248K Hold
5,487
– – 0.18% 55
2020
Q4 		$264K Buy
+5,487
New +$266K 0.21% 52

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oakwell Private Wealth Management's WMT Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its Walmart Inc (WMT) stake by 8.2% in Q2 2026, selling an estimated $77.1K and leaving 6,988 shares worth $791K. The position accounts for 0.13% of the portfolio, ranked #51.

Oakwell Private Wealth Management first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $946K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Oakwell Private Wealth Management held 6,988 shares of Walmart Inc worth $791K as of Q2 2026.
  • Oakwell Private Wealth Management sold 621 Walmart Inc shares in Q2 2026, an estimated $77.1K.
  • Walmart Inc made up 0.13% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Oakwell Private Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Oakwell Private Wealth Management's Walmart Inc position peaked at $946K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.