One Wealth Management Investment & Advisory Services’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,932
Closed -$240K 59
2026
Q1
$240K Buy
+1,932
New +$237K 0.29% 44

Other funds holding WMT

One Wealth Management Investment & Advisory Services's WMT Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,932 shares — an estimated $240K sold.

One Wealth Management Investment & Advisory Services first reported a position in WMT in Q1 2026 and held it in 1 quarter. The position peaked at $240K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • One Wealth Management Investment & Advisory Services reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,932 Walmart Inc shares in Q2 2026, an estimated $240K.
  • One Wealth Management Investment & Advisory Services first reported a position in Walmart Inc in Q1 2026 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Walmart Inc position peaked at $240K in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.