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 Q2	$1.28M	Hold	11,342	–	–	0.23%	66
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Okabena Investment Services's WMT Position: Q2 2026 in Review

Okabena Investment Services held its Walmart Inc (WMT) position steady in Q2 2026 at 11,342 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #66.

Okabena Investment Services first reported a position in WMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.41M in Q1 2026. 4,422 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Okabena Investment Services held 11,342 shares of Walmart Inc worth $1.28M as of Q2 2026.
Okabena Investment Services left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.23% of Okabena Investment Services's portfolio in Q2 2026, its #66 holding.
Okabena Investment Services first reported a position in Walmart Inc in Q4 2021 and has held it in 16 quarters since.
Okabena Investment Services's Walmart Inc position peaked at $1.41M in Q1 2026.
4,422 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.