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Cercano Management’s Walmart Inc WMT Stock Holding History

Cercano Management’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 		$7.36M Sell
59,225
-10,154
-15% -$1.25M 0.32% 55
2025
Q4 		$7.73M Buy
69,379
+55,744
+409% +$5.99M 0.29% 60
2025
Q3 		$1.41M Hold
13,635
– – 0.05% 88
2025
Q2 		$1.33M Hold
13,635
– – 0.04% 89
2025
Q1 		$1.2M Hold
13,635
– – 0.04% 86
2024
Q4 		$1.23M Hold
13,635
– – 0.03% 112
2024
Q3 		$1.1M Buy
+13,635
New +$1M 0.03% 94

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

Cercano Management's WMT Position: Q1 2026 in Review

Cercano Management reduced its Walmart Inc (WMT) stake by 15% in Q1 2026, selling an estimated $1.25M and leaving 59,225 shares worth $7.36M. The position accounts for 0.32% of the portfolio, ranked #55.

Cercano Management first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.73M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Cercano Management held 59,225 shares of Walmart Inc worth $7.36M as of Q1 2026.
  • Cercano Management sold 10,154 Walmart Inc shares in Q1 2026, an estimated $1.25M.
  • Walmart Inc made up 0.32% of Cercano Management's portfolio in Q1 2026, its #55 holding.
  • Cercano Management first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • Cercano Management's Walmart Inc position peaked at $7.73M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.