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Oath Planning’s Walmart Inc WMT Stock Holding History

Oath Planning’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 		$521K Buy
4,600
+340
+8% +$42.2K 0.39% 36
2026
Q1 		$530K Hold
4,260
– – 0.47% 33
2025
Q4 		$475K Buy
+4,260
New +$457K 0.47% 36

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oath Planning's WMT Position: Q2 2026 in Review

Oath Planning increased its Walmart Inc (WMT) stake by 8% in Q2 2026, buying an estimated $42.2K and bringing the position to 4,600 shares worth $521K. The position accounts for 0.39% of the portfolio, ranked #36.

Oath Planning first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $530K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Oath Planning held 4,600 shares of Walmart Inc worth $521K as of Q2 2026.
  • Oath Planning bought 340 Walmart Inc shares in Q2 2026, an estimated $42.2K.
  • Walmart Inc made up 0.39% of Oath Planning's portfolio in Q2 2026, its #36 holding.
  • Oath Planning first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Oath Planning's Walmart Inc position peaked at $530K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.