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Oxford Wealth Group’s Walmart Inc WMT Stock Holding History

Oxford Wealth 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 		$683K Sell
5,494
-73
-1% -$8.96K 0.37% 44
2025
Q4 		$620K Buy
+5,567
New +$598K 0.3% 53
2024
Q4 		$357K Buy
3,955
+4
+0.1% +$347 0.23% 50
2024
Q3 		$319K Sell
3,951
-72
-2% -$5.29K 0.26% 50
2024
Q2 		$272K Sell
4,023
-394
-9% -$24.8K 0.19% 58
2024
Q1 		$266K Buy
+4,417
New +$253K 0.24% 48

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 Wealth Group's WMT Position: Q1 2026 in Review

Oxford Wealth Group reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $8.96K and leaving 5,494 shares worth $683K. The position accounts for 0.37% of the portfolio, ranked #44.

Oxford Wealth Group first reported a position in WMT in Q1 2024 and has held it in 6 quarters since. 4,429 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Oxford Wealth Group held 5,494 shares of Walmart Inc worth $683K as of Q1 2026.
  • Oxford Wealth Group sold 73 Walmart Inc shares in Q1 2026, an estimated $8.96K.
  • Walmart Inc made up 0.37% of Oxford Wealth Group's portfolio in Q1 2026, its #44 holding.
  • Oxford Wealth Group first reported a position in Walmart Inc in Q1 2024 and has held it in 6 quarters since.
  • 4,429 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.