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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
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 $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

Oxford Financial Group's WMT Position: Q1 2026 in Review

Oxford Financial Group increased its Walmart Inc (WMT) stake by 53% in Q1 2026, buying an estimated $524K and bringing the position to 12,262 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #69.

Oxford Financial Group first reported a position in WMT in Q1 2020 and has held it in 25 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Oxford Financial Group held 12,262 shares of Walmart Inc worth $1.52M as of Q1 2026.
  • Oxford Financial Group bought 4,272 Walmart Inc shares in Q1 2026, an estimated $524K.
  • Walmart Inc made up 0.08% of Oxford Financial Group's portfolio in Q1 2026, its #69 holding.
  • Oxford Financial Group first reported a position in Walmart Inc in Q1 2020 and has held it in 25 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.