Oldfather Financial Services’s Walmart Inc WMT Stock Holding History

Oldfather Financial 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
2025 Q4	$296K	Buy	+2,660	New	+$286K	0.09%	81
2023 Q1	–	Sell	-14,331	Closed	-$677K	–	67
2022 Q4	$677K	Sell	14,331 -300	-2%	-$14.2K	0.39%	34
2022 Q3	$633K	Sell	14,631 -477	-3%	-$20.9K	0.4%	33
2022 Q2	$638K	Buy	15,108 +477	+3%	+$22K	0.36%	35
2022 Q1	$762K	Hold	14,631	–	–	0.41%	33
2021 Q4	$651K	Hold	14,631	–	–	0.34%	37
2021 Q3	$721K	Hold	14,631	–	–	0.37%	33
2021 Q2	$725K	Buy	14,631 +420	+3%	+$19.6K	0.4%	32
2021 Q1	$662K	Hold	14,211	–	–	0.38%	31
2020 Q4	$684K	Hold	14,211	–	–	0.41%	29
2020 Q3	$682K	Hold	14,211	–	–	0.49%	25
2020 Q2	$616K	Hold	14,211	–	–	0.48%	25
2020 Q1	$586K	Hold	14,211	–	–	0.56%	23
2019 Q4	$549K	Buy	+14,211	New	+$564K	0.51%	28

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Oldfather Financial Services's WMT Position: Q4 2025 in Review

Oldfather Financial Services opened a new position in Walmart Inc (WMT) in Q4 2025: 2,660 shares worth $296K. The stake represents 0.09% of the portfolio and ranks #81 among its holdings. This is a return to the name: Oldfather Financial Services previously reported a position in WMT as recently as Q4 2022.

Oldfather Financial Services first reported a position in WMT in Q4 2019 and has held it in 14 quarters since. The position peaked at $762K in Q1 2022. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Oldfather Financial Services held 2,660 shares of Walmart Inc worth $296K as of Q4 2025.
Walmart Inc was a new Oldfather Financial Services position in Q4 2025.
Walmart Inc made up 0.09% of Oldfather Financial Services's portfolio in Q4 2025, its #81 holding.
Oldfather Financial Services first reported a position in Walmart Inc in Q4 2019 and has held it in 14 quarters since.
Oldfather Financial Services's Walmart Inc position peaked at $762K in Q1 2022.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.