Cetera Investment Advisers
WMT icon

Cetera Investment Advisers’s Walmart Inc WMT Stock Holding History

Cetera Investment Advisers’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 		$350M Buy
2,815,570
+27,853
+1% +$3.42M 0.37% 47
2025
Q4 		$311M Buy
2,787,717
+116,206
+4% +$12.5M 0.34% 48
2025
Q3 		$275M Buy
2,671,511
+654,895
+32% +$65.2M 0.32% 52
2025
Q2 		$197M Buy
2,016,616
+52,148
+3% +$4.97M 0.33% 53
2025
Q1 		$172M Buy
1,964,468
+107,590
+6% +$10.1M 0.33% 52
2024
Q4 		$168M Buy
1,856,878
+122,766
+7% +$10.7M 0.35% 52
2024
Q3 		$140M Buy
1,734,112
+41,677
+2% +$3.06M 0.31% 63
2024
Q2 		$115M Buy
1,692,435
+9,594
+0.6% +$604K 0.26% 73
2024
Q1 		$101M Buy
1,682,841
+952,899
+131% +$54.5M 0.24% 81
2023
Q4 		$38.4M Buy
729,942
+90,465
+14% +$4.79M 0.31% 55
2023
Q3 		$34.1M Sell
639,477
-20,277
-3% -$1.08M 0.29% 61
2023
Q2 		$34.6M Sell
659,754
-45,888
-7% -$2.31M 0.29% 58
2023
Q1 		$34.7M Buy
705,642
+12,990
+2% +$617K 0.3% 52
2022
Q4 		$32.7M Buy
692,652
+231,735
+50% +$11M 0.3% 57
2022
Q3 		$19.9M Sell
460,917
-112,854
-20% -$4.94M 0.4% 44
2022
Q2 		$23.3M Buy
573,771
+56,493
+11% +$2.61M 0.37% 46
2022
Q1 		$25.7M Buy
517,278
+37,932
+8% +$1.78M 0.37% 48
2021
Q4 		$23.1M Buy
479,346
+26,919
+6% +$1.29M 0.33% 52
2021
Q3 		$21M Buy
452,427
+7,098
+2% +$342K 0.33% 54
2021
Q2 		$20.9M Buy
445,329
+43,557
+11% +$2.03M 0.34% 55
2021
Q1 		$18.2M Buy
401,772
+2,508
+0.6% +$116K 0.36% 55
2020
Q4 		$19.2M Buy
399,264
+294,303
+280% +$14.3M 0.38% 54
2020
Q3 		$4.89M Buy
104,961
+1,116
+1% +$49.6K 0.4% 57
2020
Q2 		$4.15M Sell
103,845
-624
-0.6% -$25.7K 0.38% 63
2020
Q1 		$3.96M Buy
104,469
+3,513
+3% +$135K 0.48% 51
2019
Q4 		$4.01M Buy
100,956
+6,909
+7% +$274K 0.4% 64
2019
Q3 		$3.73M Buy
94,047
+10,143
+12% +$383K 0.45% 55
2019
Q2 		$3.11M Buy
83,904
+2,385
+3% +$82.2K 0.4% 65
2019
Q1 		$2.66M Buy
81,519
+4,059
+5% +$132K 0.38% 72
2018
Q4 		$2.4M Sell
77,460
-5,376
-6% -$172K 0.39% 69
2018
Q3 		$2.59M Buy
82,836
+4,002
+5% +$122K 0.37% 69
2018
Q2 		$2.26M Buy
78,834
+1,662
+2% +$47.2K 0.4% 65
2018
Q1 		$2.29M Sell
77,172
-4,797
-6% -$154K 0.43% 64
2017
Q4 		$2.7M Buy
81,969
+5,547
+7% +$170K 0.5% 57
2017
Q3 		$2M Buy
76,422
+11,367
+17% +$298K 0.44% 59
2017
Q2 		$1.65M Buy
65,055
+12,390
+24% +$315K 0.4% 64
2017
Q1 		$1.26M Buy
52,665
+8,472
+19% +$195K 0.35% 83
2016
Q4 		$1.01M Buy
44,193
+19,863
+82% +$464K 0.34% 87
2016
Q3 		$586K Buy
24,330
+5,853
+32% +$142K 0.25% 110
2016
Q2 		$448K Buy
18,477
+1,410
+8% +$32.6K 0.18% 156
2016
Q1 		$390K Buy
17,067
+2,247
+15% +$49.3K 0.17% 153
2015
Q4 		$305K Buy
+14,820
New +$297K 0.14% 181

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

Cetera Investment Advisers's WMT Position: Q1 2026 in Review

Cetera Investment Advisers increased its Walmart Inc (WMT) stake by 1% in Q1 2026, buying an estimated $3.42M and bringing the position to 2,815,570 shares worth $350M. The position accounts for 0.37% of the portfolio, ranked #47.

Cetera Investment Advisers first reported a position in WMT in Q4 2015 and has held it in 42 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Cetera Investment Advisers held 2,815,570 shares of Walmart Inc worth $350M as of Q1 2026.
  • Cetera Investment Advisers bought 27,853 Walmart Inc shares in Q1 2026, an estimated $3.42M.
  • Walmart Inc made up 0.37% of Cetera Investment Advisers's portfolio in Q1 2026, its #47 holding.
  • Cetera Investment Advisers first reported a position in Walmart Inc in Q4 2015 and has held it in 42 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.