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Oxford Financial Group’s Walmart Inc WMT Stock Holding History

Oxford Financial Group’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 		$1.39M Sell
12,238
-24
-0.2% -$2.98K 0.07% 80
2026
Q1 		$1.52M Buy
12,262
+4,272
+53% +$524K 0.08% 69
2025
Q4 		$890K Sell
7,990
-158
-2% -$17K 0.05% 100
2025
Q3 		$840K Buy
8,148
+1,087
+15% +$108K 0.05% 103
2025
Q2 		$690K Sell
7,061
-1,185
-14% -$113K 0.04% 103
2025
Q1 		$724K Sell
8,246
-5,319
-39% -$499K 0.05% 101
2024
Q4 		$1.23M Sell
13,565
-276
-2% -$23.9K 0.08% 78
2024
Q3 		$1.12M Sell
13,841
-2,327
-14% -$171K 0.07% 86
2024
Q2 		$1.09M Buy
16,168
+922
+6% +$58.1K 0.07% 85
2024
Q1 		$917K Buy
15,246
+363
+2% +$20.8K 0.06% 85
2023
Q4 		$782K Sell
14,883
-3,315
-18% -$175K 0.06% 98
2023
Q3 		$970K Sell
18,198
-1,617
-8% -$86K 0.08% 78
2023
Q2 		$1.04M Buy
19,815
+8,934
+82% +$451K 0.1% 72
2023
Q1 		$535K Buy
10,881
+900
+9% +$42.7K 0.06% 104
2022
Q4 		$472K Buy
9,981
+1,008
+11% +$47.9K 0.05% 119
2022
Q3 		$388K Sell
8,973
-564
-6% -$24.7K 0.06% 121
2022
Q2 		$387K Buy
9,537
+1,164
+14% +$53.7K 0.06% 126
2022
Q1 		$416K Sell
8,373
-534
-6% -$25.1K 0.05% 130
2021
Q4 		$430K Buy
8,907
+687
+8% +$32.8K 0.05% 131
2021
Q3 		$382K Sell
8,220
-201
-2% -$9.68K 0.05% 131
2021
Q2 		$396K Sell
8,421
-75
-0.9% -$3.49K 0.05% 126
2021
Q1 		$385K Buy
8,496
+75
+0.9% +$3.47K 0.05% 126
2020
Q4 		$405K Sell
8,421
-84
-1% -$4.08K 0.06% 125
2020
Q3 		$397K Sell
8,505
-3,426
-29% -$152K 0.06% 107
2020
Q2 		$476K Buy
11,931
+3,531
+42% +$145K 0.08% 98
2020
Q1 		$318K Buy
+8,400
New +$323K 0.06% 111

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

Oxford Financial Group's WMT Position: Q2 2026 in Review

Oxford Financial Group reduced its Walmart Inc (WMT) stake by 0.2% in Q2 2026, selling an estimated $2.98K and leaving 12,238 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #80.

Oxford Financial Group first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.52M in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Oxford Financial Group held 12,238 shares of Walmart Inc worth $1.39M as of Q2 2026.
  • Oxford Financial Group sold 24 Walmart Inc shares in Q2 2026, an estimated $2.98K.
  • Walmart Inc made up 0.07% of Oxford Financial Group's portfolio in Q2 2026, its #80 holding.
  • Oxford Financial Group first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Walmart Inc position peaked at $1.52M in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.