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O'Rourke & Company’s Walmart Inc WMT Stock Holding History

O'Rourke & Company’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 		$1.51M Buy
13,349
+124
+0.9% +$15.4K 0.53% 52
2026
Q1 		$1.64M Buy
13,225
+637
+5% +$78.2K 0.65% 42
2025
Q4 		$1.4M Sell
12,588
-275
-2% -$29.5K 0.55% 43
2025
Q3 		$1.33M Buy
12,863
+39
+0.3% +$3.88K 0.55% 41
2025
Q2 		$1.25M Buy
12,824
+14
+0.1% +$1.33K 0.59% 40
2025
Q1 		$1.12M Buy
12,810
+5
+0% +$469 0.56% 43
2024
Q4 		$1.16M Sell
12,805
-243
-2% -$21.1K 0.57% 38
2024
Q3 		$1.05M Buy
13,048
+378
+3% +$27.8K 0.53% 43
2024
Q2 		$858K Buy
12,670
+5
+0% +$315 0.48% 46
2024
Q1 		$762K Buy
12,665
+5
+0% +$286 0.44% 54
2023
Q4 		$665K Buy
12,660
+15
+0.1% +$794 0.43% 55
2023
Q3 		$674K Buy
12,645
+711
+6% +$37.8K 0.49% 47
2023
Q2 		$625K Buy
11,934
+309
+3% +$15.6K 0.44% 54
2023
Q1 		$571K Buy
11,625
+114
+1% +$5.41K 0.44% 58
2022
Q4 		$544K Buy
11,511
+606
+6% +$28.8K 0.43% 60
2022
Q3 		$472K Buy
10,905
+627
+6% +$27.5K 0.41% 60
2022
Q2 		$416K Sell
10,278
-234
-2% -$10.8K 0.35% 68
2022
Q1 		$522K Buy
10,512
+648
+7% +$30.4K 0.36% 63
2021
Q4 		$476K Buy
+9,864
New +$471K 0.32% 65

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

O'Rourke & Company's WMT Position: Q2 2026 in Review

O'Rourke & Company increased its Walmart Inc (WMT) stake by 0.94% in Q2 2026, buying an estimated $15.4K and bringing the position to 13,349 shares worth $1.51M. The position accounts for 0.53% of the portfolio, ranked #52.

O'Rourke & Company first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • O'Rourke & Company held 13,349 shares of Walmart Inc worth $1.51M as of Q2 2026.
  • O'Rourke & Company bought 124 Walmart Inc shares in Q2 2026, an estimated $15.4K.
  • Walmart Inc made up 0.53% of O'Rourke & Company's portfolio in Q2 2026, its #52 holding.
  • O'Rourke & Company first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • O'Rourke & Company's Walmart Inc position peaked at $1.64M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.