Question 1

Does O'Shaughnessy Asset Management own WMT stock?

Accepted Answer

Yes. As of its Q2 2026 13F, O'Shaughnessy Asset Management holds 1,494,542 shares of WMT (Walmart), worth $169.3M.

Question 2

How many shares of WMT does O'Shaughnessy Asset Management own?

Accepted Answer

As of its Q2 2026 13F, O'Shaughnessy Asset Management holds 1,494,542 shares of WMT (Walmart).

Question 3

What is O'Shaughnessy Asset Management's WMT position worth?

Accepted Answer

As of its Q2 2026 13F, O'Shaughnessy Asset Management's WMT position is worth $169.3M.

Question 4

Is O'Shaughnessy Asset Management buying or selling WMT?

Accepted Answer

In Q2 2026, O'Shaughnessy Asset Management reduced its WMT position by 58,271 shares (-3.8%).

Question 5

When did O'Shaughnessy Asset Management first buy WMT?

Accepted Answer

O'Shaughnessy Asset Management already held WMT in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.5M	-3.8%	$169.3M	0.8%	$112.99	0
2026-Q1	Increased	1.6M	+13.4%	$193M	1.0%	$123.75	49
2025-Q4	Increased	1.4M	+3.1%	$152.6M	0.8%	$110.71	44
2025-Q3	Increased	1.3M	+6.2%	$136.9M	0.8%	$102.20	45
2025-Q2	Increased	1.3M	+10.4%	$122.4M	0.8%	$96.74	47
2025-Q1	Increased	1.1M	+8.0%	$99.5M	0.8%	$86.64	46
2024-Q4	Increased	1M	+12.8%	$94.8M	0.8%	$88.93	47
2024-Q3	Increased	930,912	+5.0%	$74.7M	0.7%	$79.30	44

WMTShowing 8 of 30 quarters

WMT
Showing 8 of 30 quarters