Cambridge Investment Research Advisors’s Walmart Inc WMT Stock Holding History

Cambridge Investment Research Advisors’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153M	Sell	1,354,573 -2,382	-0.2%	-$296K	0.35%	44
2026 Q1	$169M	Buy	1,356,955 +35,004	+3%	+$4.3M	0.43%	33
2025 Q4	$147M	Buy	1,321,951 +36,603	+3%	+$3.93M	0.39%	36
2025 Q3	$132M	Sell	1,285,348 -13,279	-1%	-$1.32M	0.36%	39
2025 Q2	$127M	Buy	1,298,627 +25,391	+2%	+$2.42M	0.39%	39
2025 Q1	$112M	Buy	1,273,236 +25,735	+2%	+$2.41M	0.38%	41
2024 Q4	$113M	Buy	1,247,501 +68,946	+6%	+$5.98M	0.38%	42
2024 Q3	$95.2M	Buy	1,178,555 +43,806	+4%	+$3.22M	0.32%	50
2024 Q2	$76.8M	Sell	1,134,749 -10,033	-0.9%	-$632K	0.28%	57
2024 Q1	$68.9M	Buy	1,144,782 +95,901	+9%	+$5.49M	0.27%	66
2023 Q4	$55.1M	Sell	1,048,881 -46,890	-4%	-$2.48M	0.23%	77
2023 Q3	$58.4M	Sell	1,095,771 -23,061	-2%	-$1.23M	0.27%	62
2023 Q2	$58.6M	Sell	1,118,832 -122,904	-10%	-$6.2M	0.27%	61
2023 Q1	$61M	Buy	1,241,736 +49,311	+4%	+$2.34M	0.3%	55
2022 Q4	$56.4M	Buy	1,192,425 +4,539	+0.4%	+$216K	0.29%	64
2022 Q3	$51.4M	Buy	1,187,886 +61,371	+5%	+$2.69M	0.29%	60
2022 Q2	$45.7M	Buy	1,126,515 +34,845	+3%	+$1.61M	0.25%	74
2022 Q1	$54.2M	Sell	1,091,670 -29,010	-3%	-$1.36M	0.25%	72
2021 Q4	$54M	Sell	1,120,680 -8,643	-0.8%	-$413K	0.24%	70
2021 Q3	$52.5M	Buy	1,129,323 +35,421	+3%	+$1.71M	0.26%	68
2021 Q2	$51.4M	Sell	1,093,902 -74,388	-6%	-$3.46M	0.25%	72
2021 Q1	$52.9M	Buy	1,168,290 +151,290	+15%	+$7.01M	0.29%	63
2020 Q4	$48.9M	Buy	1,017,000 +98,928	+11%	+$4.8M	0.29%	62
2020 Q3	$42.8M	Buy	918,072 +6,234	+0.7%	+$277K	0.29%	66
2020 Q2	$36.4M	Buy	911,838 +68,787	+8%	+$2.83M	0.27%	70
2020 Q1	$31.9M	Buy	843,051 +65,088	+8%	+$2.5M	0.31%	68
2019 Q4	$30.8M	Buy	777,963 +86,613	+13%	+$3.44M	0.24%	86
2019 Q3	$27.4M	Sell	691,350 -13,779	-2%	-$520K	0.24%	86
2019 Q2	$26M	Buy	705,129 +42,315	+6%	+$1.46M	0.24%	90
2019 Q1	$21.5M	Buy	662,814 +128,283	+24%	+$4.16M	0.21%	103
2018 Q4	$16.6M	Buy	534,531 +16,047	+3%	+$514K	0.18%	116
2018 Q3	$16.2M	Buy	518,484 +33,006	+7%	+$1.01M	0.16%	143
2018 Q2	$13.9M	Sell	485,478 -95,766	-16%	-$2.72M	0.15%	141
2018 Q1	$17.2M	Buy	581,244 +31,431	+6%	+$1.01M	0.19%	112
2017 Q4	$18.1M	Buy	549,813 +11,841	+2%	+$362K	0.21%	104
2017 Q3	$14M	Buy	537,972 +48,324	+10%	+$1.27M	0.19%	109
2017 Q2	$12.4M	Sell	489,648 -16,827	-3%	-$427K	0.18%	110
2017 Q1	$12.2M	Buy	506,475 +33,039	+7%	+$760K	0.21%	97
2016 Q4	$10.9M	Buy	473,436 +87,822	+23%	+$2.05M	0.2%	100
2016 Q3	$9.27M	Buy	385,614 +13,344	+4%	+$324K	0.17%	111
2016 Q2	$9.06M	Buy	372,270 +15,318	+4%	+$355K	0.19%	104
2016 Q1	$8.15M	Buy	356,952 +47,226	+15%	+$1.04M	0.18%	111
2015 Q4	$6.33M	Buy	309,726 +19,467	+7%	+$391K	0.15%	129
2015 Q3	$6.27M	Buy	290,259 +11,337	+4%	+$260K	0.18%	116
2015 Q2	$6.59M	Buy	278,922 +4,281	+2%	+$109K	0.18%	115
2015 Q1	$7.53M	Buy	274,641 +20,886	+8%	+$593K	0.21%	96
2014 Q4	$7.26M	Buy	253,755 +28,155	+12%	+$761K	0.22%	95
2014 Q3	$5.75M	Buy	225,600 +13,203	+6%	+$333K	0.17%	127
2014 Q2	$5.32M	Buy	212,397 +15,333	+8%	+$394K	0.19%	114
2014 Q1	$5.02M	Sell	197,064 -3,348	-2%	-$84.1K	0.19%	112
2013 Q4	$5.26M	Buy	200,412 +5,601	+3%	+$145K	0.22%	101
2013 Q3	$4.8M	Sell	194,811 -4,371	-2%	-$110K	0.21%	107
2013 Q2	$4.95M	Buy	+199,182	New	+$5.1M	0.25%	88

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors's WMT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Walmart Inc (WMT) stake by 0.18% in Q2 2026, selling an estimated $296K and leaving 1,354,573 shares worth $153M. The position accounts for 0.35% of the portfolio, ranked #44.

Cambridge Investment Research Advisors first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $169M in Q1 2026. 1,760 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Cambridge Investment Research Advisors held 1,354,573 shares of Walmart Inc worth $153M as of Q2 2026.
Cambridge Investment Research Advisors sold 2,382 Walmart Inc shares in Q2 2026, an estimated $296K.
Walmart Inc made up 0.35% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #44 holding.
Cambridge Investment Research Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
Cambridge Investment Research Advisors's Walmart Inc position peaked at $169M in Q1 2026.
1,760 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.