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Onyx Bridge Wealth Group’s Walmart Inc WMT Stock Holding History

Onyx Bridge Wealth Group’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 		$1.09M Buy
9,589
+145
+2% +$18K 0.1% 144
2026
Q1 		$1.17M Sell
9,444
-18
-0.2% -$2.21K 0.13% 136
2025
Q4 		$1.05M Buy
9,462
+38
+0.4% +$4.08K 0.11% 138
2025
Q3 		$971K Buy
9,424
+1,269
+16% +$126K 0.11% 143
2025
Q2 		$797K Sell
8,155
-69
-0.8% -$6.57K 0.11% 134
2025
Q1 		$722K Sell
8,224
-232
-3% -$21.8K 0.1% 126
2024
Q4 		$764K Sell
8,456
-171
-2% -$14.8K 0.11% 119
2024
Q3 		$697K Buy
8,627
+2,061
+31% +$151K 0.11% 130
2024
Q2 		$445K Sell
6,566
-204
-3% -$12.8K 0.07% 161
2024
Q1 		$407K Buy
6,770
+1,217
+22% +$69.6K 0.07% 165
2023
Q4 		$292K Sell
5,553
-390
-7% -$20.6K 0.06% 191
2023
Q3 		$317K Buy
5,943
+72
+1% +$3.83K 0.07% 170
2023
Q2 		$308K Buy
+5,871
New +$296K 0.07% 170
2022
Q2 		– Sell
-4,632
Closed -$238K – 190
2022
Q1 		$238K Buy
+4,632
New +$217K 0.09% 123

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Onyx Bridge Wealth Group's WMT Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Walmart Inc (WMT) stake by 1.5% in Q2 2026, buying an estimated $18K and bringing the position to 9,589 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #144.

Onyx Bridge Wealth Group first reported a position in WMT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.17M in Q1 2026. 1,652 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Onyx Bridge Wealth Group held 9,589 shares of Walmart Inc worth $1.09M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 145 Walmart Inc shares in Q2 2026, an estimated $18K.
  • Walmart Inc made up 0.1% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #144 holding.
  • Onyx Bridge Wealth Group first reported a position in Walmart Inc in Q1 2022 and has held it in 14 quarters since.
  • Onyx Bridge Wealth Group's Walmart Inc position peaked at $1.17M in Q1 2026.
  • 1,652 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.