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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
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 $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

Silver Oak Securities's WMT Position: Q1 2026 in Review

Silver Oak Securities reduced its Walmart Inc (WMT) stake by 3% in Q1 2026, selling an estimated $214K and leaving 57,174 shares worth $7.11M. The position accounts for 0.52% of the portfolio, ranked #41.

Silver Oak Securities first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Silver Oak Securities held 57,174 shares of Walmart Inc worth $7.11M as of Q1 2026.
  • Silver Oak Securities sold 1,746 Walmart Inc shares in Q1 2026, an estimated $214K.
  • Walmart Inc made up 0.52% of Silver Oak Securities's portfolio in Q1 2026, its #41 holding.
  • Silver Oak Securities first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.