One Advisory Partners
WMT icon

One Advisory Partners’s Walmart Inc WMT Stock Holding History

One Advisory Partners’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 		$227K Sell
2,185
-353
-14% -$38.8K 0.06% 69
2026
Q2 		$287K Hold
2,538
– – 0.08% 60
2026
Q1 		$315K Sell
2,538
-2,195
-46% -$269K 0.1% 55
2025
Q4 		$527K Buy
4,733
+162
+4% +$17.4K 0.16% 44
2025
Q3 		$467K Buy
4,571
+1,930
+73% +$192K 0.14% 45
2025
Q2 		$253K Buy
+2,641
New +$252K 0.08% 57

Other funds holding WMT

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

One Advisory Partners's WMT Position: Q3 2026 in Review

One Advisory Partners reduced its Walmart Inc (WMT) stake by 14% in Q3 2026, selling an estimated $38.8K and leaving 2,185 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #69.

One Advisory Partners first reported a position in WMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $527K in Q4 2025. 2,754 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • One Advisory Partners held 2,185 shares of Walmart Inc worth $227K as of Q3 2026.
  • One Advisory Partners sold 353 Walmart Inc shares in Q3 2026, an estimated $38.8K.
  • Walmart Inc made up 0.06% of One Advisory Partners's portfolio in Q3 2026, its #69 holding.
  • One Advisory Partners first reported a position in Walmart Inc in Q2 2025 and has held it in 6 quarters since.
  • One Advisory Partners's Walmart Inc position peaked at $527K in Q4 2025.
  • 2,754 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.