O'Donnell Financial Services’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$205K Buy
1,812
+116
+7% +$14.4K 0.06% 73
2026
Q1
$211K Buy
+1,696
New +$208K 0.07% 58

Other funds holding WMT

O'Donnell Financial Services's WMT Position: Q2 2026 in Review

O'Donnell Financial Services increased its Walmart Inc (WMT) stake by 6.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,812 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #73.

O'Donnell Financial Services first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $211K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • O'Donnell Financial Services held 1,812 shares of Walmart Inc worth $205K as of Q2 2026.
  • O'Donnell Financial Services bought 116 Walmart Inc shares in Q2 2026, an estimated $14.4K.
  • Walmart Inc made up 0.06% of O'Donnell Financial Services's portfolio in Q2 2026, its #73 holding.
  • O'Donnell Financial Services first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • O'Donnell Financial Services's Walmart Inc position peaked at $211K in Q1 2026.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.