Heritage Oak Wealth Advisors LLC Walmart Inc. Transaction History
Heritage Oak Wealth Advisors LLC
- $228 Billion
- Q1 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 942,814 shares of WMT stock, worth $93.6 Million. This represents 36.36% of its overall portfolio holdings.
Number of Shares
942,814
Previous 707,083
33.34%
Holding current value
$93.6 Million
Previous $63.9 Billion
29.56%
% of portfolio
36.36%
Previous 30.01%
Shares
4 transactions
Others Institutions Holding WMT
# of Institutions
4,316Shares Held
2.73BCall Options Held
56.4MPut Options Held
72.5M-
Vanguard Group Inc Valley Forge, PA423MShares$42 Billion0.69% of portfolio
-
Black Rock Inc. New York, NY297MShares$29.5 Billion0.46% of portfolio
-
State Street Corp Boston, MA184MShares$18.3 Billion0.67% of portfolio
-
Geode Capital Management, LLC Boston, MA90.6MShares$9 Billion0.65% of portfolio
-
Morgan Stanley New York, NY78.3MShares$7.78 Billion0.51% of portfolio
About Walmart Inc.
- Ticker WMT
- Exchange NYSE
- Sector Consumer Defensive
- Industry Discount Stores
- Shares Outstandng 2,714,240,000
- Market Cap $270B
- 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...