SkyOak Wealth’s Walmart Inc WMT Stock Holding History

SkyOak Wealth’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	$309K	Buy	2,483 +25	+1%	+$3.07K	0.06%	174
2025 Q4	$274K	Hold	2,458	–	–	0.05%	201
2025 Q3	$253K	Hold	2,458	–	–	0.05%	211
2025 Q2	$240K	Hold	2,458	–	–	0.05%	215
2025 Q1	$216K	Buy	+2,458	New	+$231K	0.05%	219
2020 Q2	–	Sell	-5,928	Closed	-$225K	–	264
2020 Q1	$225K	Buy	5,928 +798	+16%	+$30.7K	0.12%	185
2019 Q4	$203K	Buy	+5,130	New	+$204K	0.06%	292

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SkyOak Wealth's WMT Position: Q1 2026 in Review

SkyOak Wealth increased its Walmart Inc (WMT) stake by 1% in Q1 2026, buying an estimated $3.07K and bringing the position to 2,483 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #174.

SkyOak Wealth first reported a position in WMT in Q4 2019 and has held it in 7 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

SkyOak Wealth held 2,483 shares of Walmart Inc worth $309K as of Q1 2026.
SkyOak Wealth bought 25 Walmart Inc shares in Q1 2026, an estimated $3.07K.
Walmart Inc made up 0.06% of SkyOak Wealth's portfolio in Q1 2026, its #174 holding.
SkyOak Wealth first reported a position in Walmart Inc in Q4 2019 and has held it in 7 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.