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 Q2	$686K	Buy	6,055 +561	+10%	+$69.6K	0.31%	48
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Oxford Wealth Group increased its Walmart Inc (WMT) stake by 10% in Q2 2026, buying an estimated $69.6K and bringing the position to 6,055 shares worth $686K. The position accounts for 0.31% of the portfolio, ranked #48.

Oxford Wealth Group first reported a position in WMT in Q1 2024 and has held it in 7 quarters since. 4,421 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Oxford Wealth Group held 6,055 shares of Walmart Inc worth $686K as of Q2 2026.
Oxford Wealth Group bought 561 Walmart Inc shares in Q2 2026, an estimated $69.6K.
Walmart Inc made up 0.31% of Oxford Wealth Group's portfolio in Q2 2026, its #48 holding.
Oxford Wealth Group first reported a position in Walmart Inc in Q1 2024 and has held it in 7 quarters since.
4,421 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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