SageOak Financial’s Walmart Inc WMT Stock Holding History

SageOak Financial’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	$486K	Hold	4,287	–	–	0.32%	26
2026 Q1	$533K	Sell	4,287 -41	-0.9%	-$5.03K	0.37%	25
2025 Q4	$482K	Hold	4,328	–	–	0.35%	23
2025 Q3	$446K	Hold	4,328	–	–	0.33%	23
2025 Q2	$423K	Sell	4,328 -60	-1%	-$5.72K	0.34%	23
2025 Q1	$385K	Hold	4,388	–	–	0.34%	25
2024 Q4	$396K	Buy	+4,388	New	+$381K	0.36%	35

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SageOak Financial's WMT Position: Q2 2026 in Review

SageOak Financial held its Walmart Inc (WMT) position steady in Q2 2026 at 4,287 shares worth $486K. The position accounts for 0.32% of the portfolio, ranked #26.

SageOak Financial first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $533K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

SageOak Financial held 4,287 shares of Walmart Inc worth $486K as of Q2 2026.
SageOak Financial left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.32% of SageOak Financial's portfolio in Q2 2026, its #26 holding.
SageOak Financial first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
SageOak Financial's Walmart Inc position peaked at $533K in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.