Oceanside Advisors’s Walmart Inc WMT Stock Holding History

Oceanside 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	$264K	Hold	2,330	–	–	0.13%	53
2026 Q1	$290K	Hold	2,330	–	–	0.17%	43
2025 Q4	$260K	Hold	2,330	–	–	0.16%	45
2025 Q3	$240K	Sell	2,330 -50	-2%	-$4.98K	0.15%	43
2025 Q2	$233K	Hold	2,380	–	–	0.16%	42
2025 Q1	$209K	Sell	2,380 -30	-1%	-$2.81K	0.15%	44
2024 Q4	$218K	Buy	+2,410	New	+$209K	0.16%	48
2024 Q3	–	Sell	-3,810	Closed	-$258K	–	50
2024 Q2	$258K	Sell	3,810 -150	-4%	-$9.45K	0.21%	42
2024 Q1	$238K	Sell	3,960 -489	-11%	-$28K	0.2%	43
2023 Q4	$234K	Buy	+4,449	New	+$235K	0.21%	44

Other funds holding WMT

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Oceanside Advisors's WMT Position: Q2 2026 in Review

Oceanside Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 2,330 shares worth $264K. The position accounts for 0.13% of the portfolio, ranked #53.

Oceanside Advisors first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $290K in Q1 2026. 1,911 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Oceanside Advisors held 2,330 shares of Walmart Inc worth $264K as of Q2 2026.
Oceanside Advisors left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.13% of Oceanside Advisors's portfolio in Q2 2026, its #53 holding.
Oceanside Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Oceanside Advisors's Walmart Inc position peaked at $290K in Q1 2026.
1,911 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.