Oliver Lagore Vanvalin Investment Group’s Walmart Inc WMT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$405K	Buy	+4,617	New	+$440K	0.16%	102
2024 Q4	$416K	Hold	4,602	–	–	0.11%	94
2024 Q3	$372K	Hold	4,602	–	–	0.1%	96
2024 Q2	$312K	Sell	4,602 -117	-2%	-$7.37K	0.09%	96
2024 Q1	$284K	Sell	4,719 -33	-0.7%	-$1.89K	0.08%	107
2023 Q4	$250K	Sell	4,752 -918	-16%	-$48.6K	0.09%	101
2023 Q3	$302K	Sell	5,670 -6	-0.1%	-$319	0.12%	102
2023 Q2	$297K	Buy	5,676 +1,620	+40%	+$81.7K	0.11%	114
2023 Q1	$199K	Buy	4,056 +3,123	+335%	+$148K	0.09%	90
2022 Q4	$44K	Sell	933 -369	-28%	-$17.5K	0.02%	190
2022 Q3	$56K	Sell	1,302 -375	-22%	-$16.4K	0.04%	157
2022 Q2	$68K	Sell	1,677 -9,813	-85%	-$453K	0.04%	156
2022 Q1	$567K	Sell	11,490 -116,400	-91%	-$5.46M	0.38%	49
2021 Q4	$6.17M	Buy	+127,890	New	+$6.11M	0.44%	34

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's WMT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Walmart Inc (WMT) in Q2 2025: 4,617 shares worth $405K. The stake represents 0.16% of the portfolio and ranks #102 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in WMT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in WMT in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.17M in Q4 2021. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 4,617 shares of Walmart Inc worth $405K as of Q2 2025.
Walmart Inc was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Walmart Inc made up 0.16% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #102 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Walmart Inc in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's Walmart Inc position peaked at $6.17M in Q4 2021.
3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.