Heritage Oak Wealth Advisors LLC Walmart Inc. Transaction History
Heritage Oak Wealth Advisors LLC
- $275 Billion
- Q3 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 919,676 shares of WMT stock, worth $94.7 Million. This represents 34.44% of its overall portfolio holdings.
Number of Shares
919,676
Previous 966,293
4.82%
Holding current value
$94.7 Million
Previous $94.5 Billion
0.32%
% of portfolio
34.44%
Previous 36.49%
Shares
6 transactions
Others Institutions Holding WMT
# of Institutions
4,588Shares Held
2.77BCall Options Held
39.1MPut Options Held
34.8M-
Vanguard Group Inc Valley Forge, PA436MShares$44.9 Billion0.7% of portfolio
-
Black Rock Inc. New York, NY297MShares$30.6 Billion0.46% of portfolio
-
State Street Corp Boston, MA185MShares$19 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY117MShares$12 Billion0.79% of portfolio
-
Geode Capital Management, LLC Boston, MA96.5MShares$9.93 Billion0.65% of portfolio
About Walmart Inc.
- Ticker WMT
- Exchange NYSE
- Sector Consumer Defensive
- Industry Discount Stores
- Shares Outstandng 2,714,240,000
- Market Cap $279B
- Description
- Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...