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
2026 Q1	$932K	Buy	+7,500	New	+$921K	﹤0.01%	1901

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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. 4,425 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.
4,425 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.