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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
2020
Q3 		– Sell
-60,000
Closed -$74K – 721
2020
Q2 		$74K Hold
60,000
– – 0.01% 595
2020
Q1 		$74K Hold
60,000
– – 0.01% 518
2019
Q4 		$74K Buy
60,000
+59,400
+9,900% +$2.36M 0.01% 562
2019
Q3 		$1K Buy
+600
New +$22.6K ﹤0.01% 569

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OneDigital Investment Advisors's WMT Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Walmart Inc (WMT) stake by 3.4% in Q2 2026, selling an estimated $621K and leaving 141,973 shares worth $16.1M. The position accounts for 0.14% of the portfolio, ranked #141.

OneDigital Investment Advisors first reported a position in WMT in Q2 2017 and has held it in 37 quarters since. The position peaked at $22.9M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • OneDigital Investment Advisors held 141,973 shares of Walmart Inc worth $16.1M as of Q2 2026.
  • OneDigital Investment Advisors sold 5,004 Walmart Inc shares in Q2 2026, an estimated $621K.
  • Walmart Inc made up 0.14% of OneDigital Investment Advisors's portfolio in Q2 2026, its #141 holding.
  • OneDigital Investment Advisors first reported a position in Walmart Inc in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's Walmart Inc position peaked at $22.9M in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.