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Oak Hill Wealth Advisors, LLC

SEC CIK
0001964849
Latest filing
Oct 30, 2025

WMT holding history

Walmart Inc. in every 13F filed by Oak Hill Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q3 2025 holdings

Shares (Q3 2025)
7,933
Value
$817.6K
% of portfolio
0.2%
Quarters held
10
Since Q4 2022
Holdings of WMT by Oak Hill Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20257,933$817.6K0.2%+32+0.4%AddedHolders
Q2 20257,901$767.1K0.2%+9+0.1%AddedHolders
Q1 20257,892$692.8K0.2%−74−0.9%ReducedHolders
Q4 20247,966$719.8K0.2%+7,966NewHolders
Q3 20240$00.0%−7,562−100.0%Sold outHolders
Q2 20247,562$512.0K0.2%+7,562NewHolders
Q1 20240$00.0%−8,127−100.0%Sold outConverted for a 3-for-1 splitHolders
Q4 20232,709$427.2K0.1%00.0%UnchangedHolders
Q3 20232,709$433.3K0.2%+84+3.2%AddedHolders
Q2 20232,625$413.6K0.2%+4+0.2%AddedHolders
Q1 20232,621$387.4K0.2%+3+0.1%AddedHolders
Q4 20222,618$371.2K0.2%–No prior filingHolders