Walmart Remains a Top Holding for O'Brien Greene & Co.

Investment firm trims stake in retail giant but keeps it as 6th largest position.

Published on Feb. 24, 2026

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O'Brien Greene & Co. Inc., an institutional investor, has trimmed its stake in Walmart Inc. (NASDAQ:WMT) by 4.2% during the 3rd quarter. However, Walmart remains the 6th largest position in O'Brien Greene's portfolio, accounting for 3.4% of its holdings valued at $10.9 million.

Why it matters

Walmart is one of the world's largest retailers, and its performance is closely watched by investors and analysts. O'Brien Greene's decision to maintain a sizable position in Walmart, even after reducing its stake, suggests the firm still sees value and growth potential in the company.

The details

According to a recent 13F filing, O'Brien Greene & Co. Inc. sold 4,614 shares of Walmart stock in the 3rd quarter, reducing its total position to 105,820 shares. Despite the trim, Walmart continues to be the 6th largest holding in O'Brien Greene's portfolio, making up 3.4% of its total assets under management.

  • O'Brien Greene & Co. Inc. filed its 13F report for the 3rd quarter of 2026 on February 24, 2026.

The players

O'Brien Greene & Co. Inc.

An institutional investment firm that manages a portfolio of stocks, including a sizable position in Walmart Inc.

Walmart Inc.

A multinational retail corporation that operates a broad portfolio of store formats and digital services, including large-format supercenters, discount department stores, neighborhood grocery stores, and the Sam's Club membership warehouse chain.

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The takeaway

Walmart's continued prominence in O'Brien Greene's portfolio underscores the retail giant's enduring appeal to institutional investors, even as the firm trims its stake. This suggests Walmart remains a core holding for many investment firms due to its size, diversified business model, and growth potential.