Okabena Investment Services’s Walmart Inc WMT Stock Holding History

Okabena Investment Services’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	$1.41M	Hold	11,342	–	–	0.27%	56
2025 Q4	$1.26M	Hold	11,342	–	–	0.24%	67
2025 Q3	$1.17M	Buy	11,342 +3,695	+48%	+$368K	0.23%	77
2025 Q2	$748K	Hold	7,647	–	–	0.17%	86
2025 Q1	$671K	Sell	7,647 -30	-0.4%	-$2.81K	0.17%	86
2024 Q4	$694K	Hold	7,677	–	–	0.19%	78
2024 Q3	$620K	Sell	7,677 -8,343	-52%	-$613K	0.17%	81
2024 Q2	$1.08M	Buy	16,020 +8,343	+109%	+$525K	0.34%	58
2024 Q1	$462K	Sell	7,677 -96	-1%	-$5.49K	0.15%	88
2023 Q4	$408K	Buy	+7,773	New	+$411K	0.16%	87
2023 Q1	–	Sell	-3,000	Closed	-$142K	–	254
2022 Q4	$142K	Sell	3,000 -12,990	-81%	-$617K	0.09%	86
2022 Q3	$691K	Buy	15,990 +8,343	+109%	+$365K	0.33%	74
2022 Q2	$310K	Buy	7,647 +3,000	+65%	+$138K	0.16%	81
2022 Q1	$231K	Hold	4,647	–	–	0.1%	96
2021 Q4	$224K	Buy	+4,647	New	+$222K	0.09%	103

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Okabena Investment Services's WMT Position: Q1 2026 in Review

Okabena Investment Services held its Walmart Inc (WMT) position steady in Q1 2026 at 11,342 shares worth $1.41M. The position accounts for 0.27% of the portfolio, ranked #56.

Okabena Investment Services first reported a position in WMT in Q4 2021 and has held it in 15 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Okabena Investment Services held 11,342 shares of Walmart Inc worth $1.41M as of Q1 2026.
Okabena Investment Services left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.27% of Okabena Investment Services's portfolio in Q1 2026, its #56 holding.
Okabena Investment Services first reported a position in Walmart Inc in Q4 2021 and has held it in 15 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.