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OLIO Financial Planning’s Walmart Inc WMT Stock Holding History

OLIO Financial Planning’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 		$229K Hold
2,022
– – 0.06% 60
2026
Q1 		$251K Hold
2,022
– – 0.07% 58
2025
Q4 		$225K Buy
+2,022
New +$217K 0.06% 63

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OLIO Financial Planning's WMT Position: Q2 2026 in Review

OLIO Financial Planning held its Walmart Inc (WMT) position steady in Q2 2026 at 2,022 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #60.

OLIO Financial Planning first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q1 2026. 1,873 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • OLIO Financial Planning held 2,022 shares of Walmart Inc worth $229K as of Q2 2026.
  • OLIO Financial Planning left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.06% of OLIO Financial Planning's portfolio in Q2 2026, its #60 holding.
  • OLIO Financial Planning first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • OLIO Financial Planning's Walmart Inc position peaked at $251K in Q1 2026.
  • 1,873 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.