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O'Shaughnessy Asset Management’s Walmart Inc WMT Stock Holding History

O'Shaughnessy Asset 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 		$758K Buy
+6,100
New +$749K ﹤0.01% 1319

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'Shaughnessy Asset Management's WMT Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Walmart Inc (WMT) stake by 13% in Q1 2026, buying an estimated $22.5M and bringing the position to 1,552,813 shares worth $193M. The position accounts for 0.96% of the portfolio, ranked #12.

O'Shaughnessy Asset Management first reported a position in WMT in Q2 2013 and has held it in 51 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • O'Shaughnessy Asset Management held 1,552,813 shares of Walmart Inc worth $193M as of Q1 2026.
  • O'Shaughnessy Asset Management bought 183,230 Walmart Inc shares in Q1 2026, an estimated $22.5M.
  • Walmart Inc made up 0.96% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #12 holding.
  • O'Shaughnessy Asset Management first reported a position in Walmart Inc in Q2 2013 and has held it in 51 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.