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Silver Oak Securities’s Walmart Inc WMT Stock Holding History

Silver Oak Securities’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 		$6.71M Buy
59,202
+2,028
+4% +$252K 0.41% 51
2026
Q1 		$7.11M Sell
57,174
-1,746
-3% -$214K 0.52% 41
2025
Q4 		$6.59M Buy
58,920
+3,326
+6% +$357K 0.45% 49
2025
Q3 		$5.73M Buy
55,594
+20,226
+57% +$2.01M 0.43% 51
2025
Q2 		$3.46M Buy
35,368
+214
+0.6% +$20.4K 0.28% 76
2025
Q1 		$2.99M Sell
35,154
-1,155
-3% -$108K 0.27% 80
2024
Q4 		$3.29M Buy
36,309
+1,643
+5% +$143K 0.31% 72
2024
Q3 		$2.76M Buy
34,666
+5,461
+19% +$401K 0.29% 80
2024
Q2 		$1.98M Buy
29,205
+3,004
+11% +$189K 0.3% 76
2024
Q1 		$1.58M Sell
26,201
-232
-0.9% -$13.3K 0.24% 94
2023
Q4 		$1.39M Buy
26,433
+9,771
+59% +$517K 0.19% 127
2023
Q3 		$888K Sell
16,662
-4,161
-20% -$221K 0.19% 97
2023
Q2 		$1.09M Buy
20,823
+2,289
+12% +$115K 0.18% 114
2023
Q1 		$911K Buy
18,534
+6
+0% +$285 0.15% 124
2022
Q4 		$876K Buy
18,528
+1,866
+11% +$88.6K 0.16% 103
2022
Q3 		$888K Buy
16,662
+534
+3% +$23.4K 0.19% 97
2022
Q2 		$710K Sell
16,128
-450
-3% -$20.8K 0.16% 105
2022
Q1 		$866K Buy
+16,578
New +$778K 0.18% 120

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

Silver Oak Securities's WMT Position: Q2 2026 in Review

Silver Oak Securities increased its Walmart Inc (WMT) stake by 3.5% in Q2 2026, buying an estimated $252K and bringing the position to 59,202 shares worth $6.71M. The position accounts for 0.41% of the portfolio, ranked #51.

Silver Oak Securities first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.11M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Silver Oak Securities held 59,202 shares of Walmart Inc worth $6.71M as of Q2 2026.
  • Silver Oak Securities bought 2,028 Walmart Inc shares in Q2 2026, an estimated $252K.
  • Walmart Inc made up 0.41% of Silver Oak Securities's portfolio in Q2 2026, its #51 holding.
  • Silver Oak Securities first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's Walmart Inc position peaked at $7.11M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.