Osbon Capital Management’s Walmart Inc WMT Stock Holding History

Osbon Capital Management’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	$40.3K	Hold	324	–	–	0.03%	167
2025 Q4	$36.1K	Buy	+324	New	+$34.8K	0.03%	134

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osbon Capital Management's WMT Position: Q1 2026 in Review

Osbon Capital Management held its Walmart Inc (WMT) position steady in Q1 2026 at 324 shares worth $40.3K. The position accounts for 0.03% of the portfolio, ranked #167.

Osbon Capital Management first reported a position in WMT in Q4 2025 and has held it in 2 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Osbon Capital Management held 324 shares of Walmart Inc worth $40.3K as of Q1 2026.
Osbon Capital Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.03% of Osbon Capital Management's portfolio in Q1 2026, its #167 holding.
Osbon Capital Management first reported a position in Walmart Inc in Q4 2025 and has held it in 2 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.