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OneDigital Investment Advisors’s Walmart Inc WMT Stock Holding History

OneDigital Investment 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
Q1 		$18.3M Sell
146,977
-58,128
-28% -$7.14M 0.18% 115
2025
Q4 		$22.9M Buy
205,105
+8,396
+4% +$901K 0.22% 88
2025
Q3 		$20.3M Buy
196,709
+1,162
+0.6% +$116K 0.21% 104
2025
Q2 		$19.1M Sell
195,547
-11,959
-6% -$1.14M 0.21% 97
2025
Q1 		$18.2M Sell
207,506
-12,807
-6% -$1.2M 0.22% 97
2024
Q4 		$19.9M Sell
220,313
-26,684
-11% -$2.32M 0.23% 84
2024
Q3 		$19.9M Sell
246,997
-343
-0.1% -$25.2K 0.23% 86
2024
Q2 		$16.7M Buy
247,340
+20,078
+9% +$1.26M 0.21% 92
2024
Q1 		$13.7M Sell
227,262
-537
-0.2% -$30.7K 0.21% 100
2023
Q4 		$12M Buy
227,799
+9,081
+4% +$480K 0.21% 104
2023
Q3 		$11.7M Buy
218,718
+18,510
+9% +$985K 0.25% 86
2023
Q2 		$10.5M Sell
200,208
-6
-0% -$303 0.23% 87
2023
Q1 		$9.84M Buy
200,214
+7,227
+4% +$343K 0.23% 84
2022
Q4 		$9.12M Buy
192,987
+75,222
+64% +$3.57M 0.26% 79
2022
Q3 		$5.09M Buy
117,765
+14,307
+14% +$627K 0.19% 87
2022
Q2 		$4.19M Sell
103,458
-7,437
-7% -$343K 0.18% 81
2022
Q1 		$5.5M Buy
110,895
+16,893
+18% +$793K 0.21% 69
2021
Q4 		$4.53M Sell
94,002
-795
-0.8% -$38K 0.16% 85
2021
Q3 		$4.4M Buy
94,797
+612
+0.6% +$29.5K 0.17% 79
2021
Q2 		$4.43M Buy
94,185
+3,117
+3% +$145K 0.18% 78
2021
Q1 		$4.12M Buy
91,068
+348
+0.4% +$16.1K 0.19% 78
2020
Q4 		$4.37M Buy
90,720
+1,287
+1% +$62.5K 0.23% 66
2020
Q3 		$4.17M Sell
89,433
-6,231
-7% -$277K 0.29% 67
2020
Q2 		$3.85M Buy
95,664
+5,208
+6% +$214K 0.28% 76
2020
Q1 		$3.45M Buy
90,456
+4,632
+5% +$178K 0.31% 70
2019
Q4 		$3.4M Buy
85,824
+741
+0.9% +$29.4K 0.27% 79
2019
Q3 		$3.37M Sell
85,083
-41,271
-33% -$1.56M 0.3% 80
2019
Q2 		$4.65M Buy
126,354
+57,297
+83% +$1.97M 0.36% 51
2019
Q1 		$2.26M Buy
69,057
+1,467
+2% +$47.6K 0.33% 68
2018
Q4 		$2.1M Buy
67,590
+7,800
+13% +$250K 0.35% 67
2018
Q3 		$1.87M Buy
59,790
+3,942
+7% +$121K 0.44% 40
2018
Q2 		$1.63M Sell
55,848
-15,891
-22% -$452K 0.34% 50
2018
Q1 		$2.18M Buy
71,739
+426
+0.6% +$13.7K 0.48% 44
2017
Q4 		$2.35M Buy
71,313
+3,714
+5% +$114K 0.27% 40
2017
Q3 		$1.76M Sell
67,599
-1,539
-2% -$40.4K 0.65% 25
2017
Q2 		$1.86M Buy
+69,138
New +$1.76M 0.55% 38

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneDigital Investment Advisors's WMT Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Walmart Inc (WMT) stake by 28% in Q1 2026, selling an estimated $7.14M and leaving 146,977 shares worth $18.3M. The position accounts for 0.18% of the portfolio, ranked #115.

OneDigital Investment Advisors first reported a position in WMT in Q2 2017 and has held it in 36 quarters since. The position peaked at $22.9M in Q4 2025. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • OneDigital Investment Advisors held 146,977 shares of Walmart Inc worth $18.3M as of Q1 2026.
  • OneDigital Investment Advisors sold 58,128 Walmart Inc shares in Q1 2026, an estimated $7.14M.
  • Walmart Inc made up 0.18% of OneDigital Investment Advisors's portfolio in Q1 2026, its #115 holding.
  • OneDigital Investment Advisors first reported a position in Walmart Inc in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's Walmart Inc position peaked at $22.9M in Q4 2025.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.