Cerity Partners’s Walmart Inc WMT Stock Holding History

Cerity Partners’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
2024 Q1	–	Hold	0	–	-$77.2M	–	2357
2023 Q4	–	Hold	0	–	–	–	90

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cerity Partners's WMT Position: Q2 2026 in Review

Cerity Partners reduced its Walmart Inc (WMT) stake by 1.9% in Q2 2026, selling an estimated $7.38M and leaving 3,076,049 shares worth $348M. The position accounts for 0.42% of the portfolio, ranked #39.

Cerity Partners first reported a position in WMT in Q1 2017 and has held it in 37 quarters since. The position peaked at $390M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Cerity Partners held 3,076,049 shares of Walmart Inc worth $348M as of Q2 2026.
Cerity Partners sold 59,428 Walmart Inc shares in Q2 2026, an estimated $7.38M.
Walmart Inc made up 0.42% of Cerity Partners's portfolio in Q2 2026, its #39 holding.
Cerity Partners first reported a position in Walmart Inc in Q1 2017 and has held it in 37 quarters since.
Cerity Partners's Walmart Inc position peaked at $390M in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.