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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
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 $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

O'Rourke & Company's WMT Position: Q1 2026 in Review

O'Rourke & Company increased its Walmart Inc (WMT) stake by 5.1% in Q1 2026, buying an estimated $78.2K and bringing the position to 13,225 shares worth $1.64M. The position accounts for 0.65% of the portfolio, ranked #42.

O'Rourke & Company first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • O'Rourke & Company held 13,225 shares of Walmart Inc worth $1.64M as of Q1 2026.
  • O'Rourke & Company bought 637 Walmart Inc shares in Q1 2026, an estimated $78.2K.
  • Walmart Inc made up 0.65% of O'Rourke & Company's portfolio in Q1 2026, its #42 holding.
  • O'Rourke & Company first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.