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One Wealth Advisors’s Walmart Inc WMT Stock Holding History

One Wealth Advisors’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 		$590K Buy
5,208
+244
+5% +$30.3K 0.07% 158
2026
Q1 		$617K Hold
4,964
– – 0.08% 143
2025
Q4 		$553K Buy
4,964
+1
+0% +$107 0.07% 156
2025
Q3 		$511K Buy
4,963
+28
+0.6% +$2.79K 0.06% 161
2025
Q2 		$483K Sell
4,935
-26
-0.5% -$2.48K 0.07% 160
2025
Q1 		$437K Hold
4,961
– – 0.07% 168
2024
Q4 		$448K Sell
4,961
-3,196
-39% -$277K 0.07% 132
2024
Q3 		$659K Sell
8,157
-1,342
-14% -$98.6K 0.1% 108
2024
Q2 		$645K Buy
9,499
+2,390
+34% +$151K 0.14% 82
2024
Q1 		$429K Buy
7,109
+1,991
+39% +$114K 0.07% 140
2023
Q4 		$270K Buy
5,118
+39
+0.8% +$2.06K 0.05% 173
2023
Q3 		$271K Sell
5,079
-114
-2% -$6.07K 0.06% 149
2023
Q2 		$272K Buy
5,193
+84
+2% +$4.24K 0.06% 157
2023
Q1 		$251K Buy
5,109
+2,574
+102% +$122K 0.06% 166
2022
Q4 		$120K Buy
+2,535
New +$120K 0.03% 263
2018
Q3 		– Sell
-15,540
Closed -$444K – 612
2018
Q2 		$444K Sell
15,540
-141
-0.9% -$4.01K 0.35% 38
2018
Q1 		$468K Sell
15,681
-1,710
-10% -$55K 0.41% 27
2017
Q4 		$573K Buy
+17,391
New +$532K 0.47% 27

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 $3.38T AUM 44.17% 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

One Wealth Advisors's WMT Position: Q2 2026 in Review

One Wealth Advisors increased its Walmart Inc (WMT) stake by 4.9% in Q2 2026, buying an estimated $30.3K and bringing the position to 5,208 shares worth $590K. The position accounts for 0.07% of the portfolio, ranked #158.

One Wealth Advisors first reported a position in WMT in Q4 2017 and has held it in 18 quarters since. The position peaked at $659K in Q3 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • One Wealth Advisors held 5,208 shares of Walmart Inc worth $590K as of Q2 2026.
  • One Wealth Advisors bought 244 Walmart Inc shares in Q2 2026, an estimated $30.3K.
  • Walmart Inc made up 0.07% of One Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • One Wealth Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 18 quarters since.
  • One Wealth Advisors's Walmart Inc position peaked at $659K in Q3 2024.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.