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 Q2	$281K	Hold	2,483	–	–	0.05%	194
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SkyOak Wealth's WMT Position: Q2 2026 in Review

SkyOak Wealth held its Walmart Inc (WMT) position steady in Q2 2026 at 2,483 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #194.

SkyOak Wealth first reported a position in WMT in Q4 2019 and has held it in 8 quarters since. The position peaked at $309K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

SkyOak Wealth held 2,483 shares of Walmart Inc worth $281K as of Q2 2026.
SkyOak Wealth left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #194 holding.
SkyOak Wealth first reported a position in Walmart Inc in Q4 2019 and has held it in 8 quarters since.
SkyOak Wealth's Walmart Inc position peaked at $309K in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.