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Omnitrust Wealth Management’s Walmart Inc WMT Stock Holding History

Omnitrust Wealth Management’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
Q1 		$329K Buy
2,648
+15
+0.6% +$1.84K 0.43% 37
2025
Q4 		$293K Buy
+2,633
New +$283K 0.37% 45
2025
Q2 		$290K Buy
+2,563
New +$244K 0.34% 46

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Omnitrust Wealth Management's WMT Position: Q1 2026 in Review

Omnitrust Wealth Management increased its Walmart Inc (WMT) stake by 0.57% in Q1 2026, buying an estimated $1.84K and bringing the position to 2,648 shares worth $329K. The position accounts for 0.43% of the portfolio, ranked #37.

Omnitrust Wealth Management first reported a position in WMT in Q2 2025 and has held it in 3 quarters since. 4,452 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Omnitrust Wealth Management held 2,648 shares of Walmart Inc worth $329K as of Q1 2026.
  • Omnitrust Wealth Management bought 15 Walmart Inc shares in Q1 2026, an estimated $1.84K.
  • Walmart Inc made up 0.43% of Omnitrust Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Omnitrust Wealth Management first reported a position in Walmart Inc in Q2 2025 and has held it in 3 quarters since.
  • 4,452 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.