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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Oakwell Private Wealth Management's WMT Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its Walmart Inc (WMT) stake by 0.11% in Q1 2026, buying an estimated $982 and bringing the position to 7,609 shares worth $946K. The position accounts for 0.17% of the portfolio, ranked #46.

Oakwell Private Wealth Management first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Oakwell Private Wealth Management held 7,609 shares of Walmart Inc worth $946K as of Q1 2026.
  • Oakwell Private Wealth Management bought 8 Walmart Inc shares in Q1 2026, an estimated $982.
  • Walmart Inc made up 0.17% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Oakwell Private Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.