OMC Financial Services
WMT icon

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
Q3 		$2.84M Sell
27,363
-2,612
-9% -$287K 1.62% 20
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

OMC Financial Services's WMT Position: Q3 2026 in Review

OMC Financial Services reduced its Walmart Inc (WMT) stake by 8.7% in Q3 2026, selling an estimated $287K and leaving 27,363 shares worth $2.84M. The position accounts for 1.62% of the portfolio, ranked #20.

OMC Financial Services first reported a position in WMT in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.84M in Q1 2026. 3,119 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • OMC Financial Services held 27,363 shares of Walmart Inc worth $2.84M as of Q3 2026.
  • OMC Financial Services sold 2,612 Walmart Inc shares in Q3 2026, an estimated $287K.
  • Walmart Inc made up 1.62% of OMC Financial Services's portfolio in Q3 2026, its #20 holding.
  • OMC Financial Services first reported a position in Walmart Inc in Q1 2024 and has held it in 11 quarters since.
  • OMC Financial Services's Walmart Inc position peaked at $3.84M in Q1 2026.
  • 3,119 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on OMC Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.