Osaic Holdings’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-49
Closed -$3.09K 7663
2024
Q3
$3.09K Buy
49
+9
+23% +$661 ﹤0.01% 6424
2024
Q2
$1.32K Buy
+40
New +$2.52K ﹤0.01% 6738

Other funds holding WMT

Osaic Holdings's WMT Position: Q2 2026 in Review

Osaic Holdings increased its Walmart Inc (WMT) stake by 7.5% in Q2 2026, buying an estimated $19.5M and bringing the position to 2,238,944 shares worth $254M. The position accounts for 0.3% of the portfolio, ranked #55.

Osaic Holdings first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $259M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Osaic Holdings held 2,238,944 shares of Walmart Inc worth $254M as of Q2 2026.
  • Osaic Holdings bought 157,126 Walmart Inc shares in Q2 2026, an estimated $19.5M.
  • Walmart Inc made up 0.3% of Osaic Holdings's portfolio in Q2 2026, its #55 holding.
  • Osaic Holdings first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Walmart Inc position peaked at $259M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.