Occudo Quantitative Strategies’s Walmart Inc WMT Stock Holding History

Occudo Quantitative Strategies’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	$5.34M	Sell	47,142 -17,539	-27%	-$2.18M	0.28%	100
2026 Q1	$8.53M	Buy	+64,681	New	+$7.94M	0.46%	54
2025 Q3	–	Sell	-52,538	Closed	-$5.14M	–	901
2025 Q2	$5.14M	Sell	52,538 -29,661	-36%	-$2.83M	0.58%	46
2025 Q1	$7M	Buy	+82,199	New	+$7.71M	0.93%	12
2024 Q3	–	Sell	-12,518	Closed	-$848K	–	1043
2024 Q2	$848K	Buy	+12,518	New	+$788K	0.15%	193
2022 Q1	–	Sell	-30,540	Closed	-$1.47M	–	1350
2021 Q4	$1.47M	Buy	+30,540	New	+$1.46M	0.13%	232
2021 Q3	–	Sell	-25,665	Closed	-$1.21M	–	1163
2021 Q2	$1.21M	Sell	25,665 -29,076	-53%	-$1.35M	0.18%	166
2021 Q1	$2.48M	Buy	+54,741	New	+$2.54M	0.54%	9

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

Occudo Quantitative Strategies's WMT Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its Walmart Inc (WMT) stake by 27% in Q2 2026, selling an estimated $2.18M and leaving 47,142 shares worth $5.34M. The position accounts for 0.28% of the portfolio, ranked #100.

Occudo Quantitative Strategies first reported a position in WMT in Q1 2021 and has held it in 8 quarters since. The position peaked at $8.53M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Occudo Quantitative Strategies held 47,142 shares of Walmart Inc worth $5.34M as of Q2 2026.
Occudo Quantitative Strategies sold 17,539 Walmart Inc shares in Q2 2026, an estimated $2.18M.
Walmart Inc made up 0.28% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #100 holding.
Occudo Quantitative Strategies first reported a position in Walmart Inc in Q1 2021 and has held it in 8 quarters since.
Occudo Quantitative Strategies's Walmart Inc position peaked at $8.53M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.