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CBIZ Investment Advisory Services’s Walmart Inc WMT Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		$439K Sell
3,526
-1,218
-26% -$150K 0.02% 34
2025
Q4 		$528K Buy
4,744
+1,193
+34% +$128K 0.02% 37
2025
Q3 		$366K Sell
3,551
-84
-2% -$8.36K 0.01% 39
2025
Q2 		$355K Buy
3,635
+426
+13% +$40.6K 0.02% 38
2025
Q1 		$282K Buy
3,209
+275
+9% +$25.8K 0.01% 42
2024
Q4 		$266K Sell
2,934
-508
-15% -$44.1K 0.01% 44
2024
Q3 		$278K Sell
3,442
-1
-0% -$73 0.01% 44
2024
Q2 		$233K Hold
3,443
– – 0.01% 45
2024
Q1 		$208K Buy
+3,443
New +$197K 0.01% 48
2021
Q3 		– Hold
0
– – – 54
2021
Q2 		– Hold
0
– – – 54
2021
Q1 		– Hold
0
– – – 48
2020
Q4 		– Hold
0
– – – 49
2020
Q3 		– Hold
0
– – – 51
2020
Q2 		– Hold
0
– – – 60
2020
Q1 		– Hold
0
– – – 63
2019
Q4 		– Hold
0
– – – 73

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBIZ Investment Advisory Services's WMT Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Walmart Inc (WMT) stake by 26% in Q1 2026, selling an estimated $150K and leaving 3,526 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #34.

CBIZ Investment Advisory Services first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $528K in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • CBIZ Investment Advisory Services held 3,526 shares of Walmart Inc worth $439K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 1,218 Walmart Inc shares in Q1 2026, an estimated $150K.
  • Walmart Inc made up 0.02% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #34 holding.
  • CBIZ Investment Advisory Services first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
  • CBIZ Investment Advisory Services's Walmart Inc position peaked at $528K in Q4 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.