WMT WAL MART STORES INC COM

Ownership history in OPPENHEIMER & CO INC  ·  107 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported WAL MART STORES INC COM (WMT) in 107 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.72% in 2025 Q4. The latest visible filing shows WMT at 0.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in WAL MART STORES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WMT was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held WMT — position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 452,572 -29,654 -6.1% 0.72% $50.4M 2026-02-14 (Est.) $133.62
2025 Q3 ADDED 482,226 +11,777 +2.5% 0.61% $49.7M 2025-11-06 $101.27
2025 Q2 REDUCED 470,449 -14,164 -2.9% 0.61% $46.0M 2025-07-31 $97.35
2025 Q1 REDUCED 484,613 -5,736 -1.2% 0.64% $42.5M 2025-04-23 $94.12
2024 Q4 ADDED 490,349 +15,672 +3.3% 0.66% $44.3M 2025-02-05 $101.28
2024 Q3 REDUCED 474,677 -27,078 -5.4% 0.58% $38.3M 2024-11-05 $82.53
2024 Q2 ADDED 501,755 +8,997 +1.8% 0.54% $34.0M 2024-08-08 $66.54
2024 Q1 ADDED 492,758 +329,516 +201.9% 0.49% $29.6M 2024-05-07 $59.41
2023 Q4 ADDED 163,242 +12,469 +8.3% 0.47% $25.7M 2024-02-13 $55.07
98 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and WMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning WMT?

OPPENHEIMER & CO INC reported WMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WMT position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for WMT was 0.72% in 2025 Q4.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2025 Q4, when OPPENHEIMER & CO INC reported 452,572 shares, equal to 0.72% of portfolio, with an estimated market value of $50.4M.

What does the chart on this WMT ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly WMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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