SilverOak Wealth Management’s Walmart Inc WMT Stock Holding History

SilverOak Wealth Management’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	$499K	Buy	4,402 +9	+0.2%	+$1.12K	0.06%	78
2026 Q1	$546K	Sell	4,393 -1,361	-24%	-$167K	0.09%	67
2025 Q4	$641K	Hold	5,754	–	–	0.1%	63
2025 Q3	$593K	Sell	5,754 -144	-2%	-$14.3K	0.1%	62
2025 Q2	$577K	Buy	5,898 +540	+10%	+$51.4K	0.11%	62
2025 Q1	$470K	Hold	5,358	–	–	0.1%	62
2024 Q4	$484K	Sell	5,358 -84	-2%	-$7.29K	0.1%	60
2024 Q3	$439K	Buy	5,442 +243	+5%	+$17.8K	0.1%	64
2024 Q2	$352K	Buy	5,199 +717	+16%	+$45.2K	0.08%	70
2024 Q1	$270K	Hold	4,482	–	–	0.07%	78
2023 Q4	$236K	Buy	+4,482	New	+$237K	0.06%	76

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

SilverOak Wealth Management's WMT Position: Q2 2026 in Review

SilverOak Wealth Management increased its Walmart Inc (WMT) stake by 0.2% in Q2 2026, buying an estimated $1.12K and bringing the position to 4,402 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #78.

SilverOak Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $641K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

SilverOak Wealth Management held 4,402 shares of Walmart Inc worth $499K as of Q2 2026.
SilverOak Wealth Management bought 9 Walmart Inc shares in Q2 2026, an estimated $1.12K.
Walmart Inc made up 0.06% of SilverOak Wealth Management's portfolio in Q2 2026, its #78 holding.
SilverOak Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's Walmart Inc position peaked at $641K in Q4 2025.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.