CIAS
WMT icon

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
Q2 		$439K Hold
3,526
– – 0.02% 34
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CBIZ Investment Advisory Services's WMT Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Walmart Inc (WMT) position steady in Q2 2026 at 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 10 quarters since. The position peaked at $528K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • CBIZ Investment Advisory Services held 3,526 shares of Walmart Inc worth $439K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.02% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #34 holding.
  • CBIZ Investment Advisory Services first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Walmart Inc position peaked at $528K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.