Cerity Partners’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $390M | Sell |
3,135,477
-36,398
| -1% | -$4.47M | 0.55% | 29 |
|
|
2025
Q4 | $353M | Buy |
3,171,875
+160,667
| +5% | +$17.3M | 0.52% | 32 |
|
|
2025
Q3 | $310M | Buy |
3,011,208
+60,760
| +2% | +$6.05M | 0.5% | 32 |
|
|
2025
Q2 | $288M | Sell |
2,950,448
-40,262
| -1% | -$3.84M | 0.51% | 29 |
|
|
2025
Q1 | $262M | Buy |
2,990,710
+1,223,345
| +69% | +$115M | 0.53% | 30 |
|
|
2024
Q4 | $158M | Buy |
1,767,365
+33,846
| +2% | +$2.94M | 0.34% | 58 |
|
|
2024
Q3 | $140M | Buy |
1,733,519
+124,730
| +8% | +$9.16M | 0.31% | 66 |
|
|
2024
Q2 | $109M | Sell |
1,608,789
-16,392
| -1% | -$1.03M | 0.29% | 68 |
|
|
2024
Q1 | $97.9M | Buy |
+1,625,181
| New | +$93M | 0.26% | 80 |
|
|
2023
Q4 | – | Sell |
-1,309,032
| Closed | -$69.3M | – | 1897 |
|
|
2023
Q3 | $69.8M | Sell |
1,309,032
-141,972
| -10% | -$7.55M | 0.34% | 79 |
|
|
2023
Q2 | $76M | Buy |
1,451,004
+87,012
| +6% | +$4.39M | 0.3% | 80 |
|
|
2023
Q1 | $95M | Buy |
1,363,992
+91,284
| +7% | +$4.33M | 0.22% | 64 |
|
|
2022
Q4 | $60.9M | Buy |
1,272,708
+449,832
| +55% | +$21.4M | 0.39% | 61 |
|
|
2022
Q3 | $35.6M | Sell |
822,876
-20,667
| -2% | -$905K | 0.43% | 51 |
|
|
2022
Q2 | $34.2M | Buy |
843,543
+689,865
| +449% | +$31.8M | 0.38% | 55 |
|
|
2022
Q1 | $7.11M | Buy |
153,678
+65,799
| +75% | +$3.09M | 0.11% | 159 |
|
|
2021
Q4 | $9.13M | Sell |
87,879
-18,897
| -18% | -$902K | 0.14% | 135 |
|
|
2021
Q3 | $4.96M | Sell |
106,776
-7,221
| -6% | -$348K | 0.11% | 158 |
|
|
2021
Q2 | $5.36M | Sell |
113,997
-92,130
| -45% | -$4.29M | 0.12% | 154 |
|
|
2021
Q1 | $9.33M | Buy |
206,127
+2,994
| +1% | +$139K | 0.22% | 95 |
|
|
2020
Q4 | $9.76M | Buy |
203,133
+5,721
| +3% | +$278K | 0.31% | 67 |
|
|
2020
Q3 | $9.21M | Buy |
197,412
+19,959
| +11% | +$887K | 0.38% | 56 |
|
|
2020
Q2 | $7.08M | Buy |
177,453
+92,895
| +110% | +$3.82M | 0.39% | 51 |
|
|
2020
Q1 | $3.2M | Buy |
84,558
+8,679
| +11% | +$334K | 0.2% | 92 |
|
|
2019
Q4 | $3.01M | Sell |
75,879
-6,372
| -8% | -$253K | 0.15% | 117 |
|
|
2019
Q3 | $3.25M | Buy |
82,251
+447
| +0.5% | +$16.9K | 0.19% | 115 |
|
|
2019
Q2 | $3.01M | Buy |
81,804
+11,892
| +17% | +$410K | 0.19% | 119 |
|
|
2019
Q1 | $2.27M | Sell |
69,912
-2,724
| -4% | -$88.3K | 0.15% | 152 |
|
|
2018
Q4 | $2.25M | Buy |
72,636
+9,261
| +15% | +$297K | 0.15% | 144 |
|
|
2018
Q3 | $1.98M | Sell |
63,375
-10,845
| -15% | -$332K | 0.14% | 165 |
|
|
2018
Q2 | $2.12M | Sell |
74,220
-3,033
| -4% | -$86.2K | 0.16% | 147 |
|
|
2018
Q1 | $2.29M | Buy |
77,253
+2,937
| +4% | +$94.5K | 0.18% | 138 |
|
|
2017
Q4 | $2.45M | Sell |
74,316
-9,807
| -12% | -$300K | 0.16% | 134 |
|
|
2017
Q3 | $2.19M | Buy |
84,123
+45,288
| +117% | +$1.19M | 0.16% | 146 |
|
|
2017
Q2 | $244K | Sell |
38,835
-18,951
| -33% | -$481K | 0.02% | 317 |
|
|
2017
Q1 | $1.39M | Buy |
+57,786
| New | +$1.33M | 0.12% | 157 |
|
Other funds holding WMT
VCM
VPM
Cerity Partners's WMT Position: Q1 2026 in Review
Cerity Partners reduced its Walmart Inc (WMT) stake by 1.1% in Q1 2026, selling an estimated $4.47M and leaving 3,135,477 shares worth $390M. The position accounts for 0.55% of the portfolio, ranked #29.
Cerity Partners first reported a position in WMT in Q1 2017 and has held it in 36 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Cerity Partners held 3,135,477 shares of Walmart Inc worth $390M as of Q1 2026.
- Cerity Partners sold 36,398 Walmart Inc shares in Q1 2026, an estimated $4.47M.
- Walmart Inc made up 0.55% of Cerity Partners's portfolio in Q1 2026, its #29 holding.
- Cerity Partners first reported a position in Walmart Inc in Q1 2017 and has held it in 36 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.