Opus Capital Group’s Walmart Inc WMT Stock Holding History

Opus Capital 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	$304K	Buy	2,685 +100	+4%	+$12.4K	0.03%	108
2026 Q1	$321K	Hold	2,585	–	–	0.03%	101
2025 Q4	$288K	Hold	2,585	–	–	0.03%	103
2025 Q3	$266K	Sell	2,585 -4	-0.2%	-$398	0.03%	111
2025 Q2	$253K	Buy	2,589 +7	+0.3%	+$667	0.03%	107
2025 Q1	$227K	Hold	2,582	–	–	0.03%	112
2024 Q4	$233K	Hold	2,582	–	–	0.03%	104
2024 Q3	$208K	Buy	+2,582	New	+$190K	0.03%	115
2015 Q2	–	Sell	-16,698	Closed	-$458K	–	245
2015 Q1	$458K	Hold	16,698	–	–	0.07%	169
2014 Q4	$478K	Buy	+16,698	New	+$451K	0.07%	161

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Opus Capital Group's WMT Position: Q2 2026 in Review

Opus Capital Group increased its Walmart Inc (WMT) stake by 3.9% in Q2 2026, buying an estimated $12.4K and bringing the position to 2,685 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #108.

Opus Capital Group first reported a position in WMT in Q4 2014 and has held it in 10 quarters since. The position peaked at $478K in Q4 2014. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Opus Capital Group held 2,685 shares of Walmart Inc worth $304K as of Q2 2026.
Opus Capital Group bought 100 Walmart Inc shares in Q2 2026, an estimated $12.4K.
Walmart Inc made up 0.03% of Opus Capital Group's portfolio in Q2 2026, its #108 holding.
Opus Capital Group first reported a position in Walmart Inc in Q4 2014 and has held it in 10 quarters since.
Opus Capital Group's Walmart Inc position peaked at $478K in Q4 2014.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.