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OneAscent Investment Solutions’s Walmart Inc WMT Stock Holding History

OneAscent Investment Solutions’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 		$303K Buy
2,677
+765
+40% +$95K 0.29% 89
2026
Q1 		$238K Sell
1,912
-96
-5% -$11.8K 0.24% 120
2025
Q4 		$224K Sell
2,008
-115
-5% -$12.3K 0.24% 114
2025
Q3 		$219K Sell
2,123
-3,239
-60% -$322K 0.23% 116
2025
Q2 		$524K Sell
5,362
-1,351
-20% -$129K 0.56% 44
2025
Q1 		$589K Buy
+6,713
New +$630K 0.7% 31

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
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

OneAscent Investment Solutions's WMT Position: Q2 2026 in Review

OneAscent Investment Solutions increased its Walmart Inc (WMT) stake by 40% in Q2 2026, buying an estimated $95K and bringing the position to 2,677 shares worth $303K. The position accounts for 0.29% of the portfolio, ranked #89.

OneAscent Investment Solutions first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $589K in Q1 2025. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • OneAscent Investment Solutions held 2,677 shares of Walmart Inc worth $303K as of Q2 2026.
  • OneAscent Investment Solutions bought 765 Walmart Inc shares in Q2 2026, an estimated $95K.
  • Walmart Inc made up 0.29% of OneAscent Investment Solutions's portfolio in Q2 2026, its #89 holding.
  • OneAscent Investment Solutions first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • OneAscent Investment Solutions's Walmart Inc position peaked at $589K in Q1 2025.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on OneAscent Investment Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.