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OMC Financial Services’s Walmart Inc WMT Stock Holding History

OMC 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
2026
Q2 		$3.39M Sell
29,975
-927
-3% -$115K 1.12% 24
2026
Q1 		$3.84M Buy
30,902
+14
+0% +$1.72K 1.49% 18
2025
Q4 		$3.44M Sell
30,888
-987
-3% -$106K 1.28% 21
2025
Q3 		$3.29M Buy
31,875
+34
+0.1% +$3.38K 1.22% 22
2025
Q2 		$3.11M Sell
31,841
-675
-2% -$64.3K 1.27% 20
2025
Q1 		$2.85M Sell
32,516
-30
-0.1% -$2.81K 1.28% 18
2024
Q4 		$2.94M Buy
32,546
+1,122
+4% +$97.4K 1.25% 19
2024
Q3 		$2.13M Hold
31,424
– – 1.01% 21
2024
Q2 		$2.13M Sell
31,424
-537
-2% -$33.8K 1% 21
2024
Q1 		$1.92M Buy
+31,961
New +$1.83M 0.98% 23

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

OMC Financial Services's WMT Position: Q2 2026 in Review

OMC Financial Services reduced its Walmart Inc (WMT) stake by 3% in Q2 2026, selling an estimated $115K and leaving 29,975 shares worth $3.39M. The position accounts for 1.12% of the portfolio, ranked #24.

OMC Financial Services first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.84M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • OMC Financial Services held 29,975 shares of Walmart Inc worth $3.39M as of Q2 2026.
  • OMC Financial Services sold 927 Walmart Inc shares in Q2 2026, an estimated $115K.
  • Walmart Inc made up 1.12% of OMC Financial Services's portfolio in Q2 2026, its #24 holding.
  • OMC Financial Services first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • OMC Financial Services's Walmart Inc position peaked at $3.84M in Q1 2026.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.