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Cedrus Wealth Group LLC’s Walmart Inc WMT Stock Holding History

Cedrus Wealth Group LLC’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 		$397K Buy
+3,506
New +$435K 0.35% 35

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 $3.37T AUM 44.26% 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

Cedrus Wealth Group LLC's WMT Position: Q2 2026 in Review

Cedrus Wealth Group LLC opened a new position in Walmart Inc (WMT) in Q2 2026: 3,506 shares worth $397K. The stake represents 0.35% of the portfolio and ranks #35 among its holdings.

4,374 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cedrus Wealth Group LLC held 3,506 shares of Walmart Inc worth $397K as of Q2 2026.
  • Walmart Inc was a new Cedrus Wealth Group LLC position in Q2 2026.
  • Walmart Inc made up 0.35% of Cedrus Wealth Group LLC's portfolio in Q2 2026, its #35 holding.
  • 4,374 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.