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Chatterton & Associates’s Walmart Inc WMT Stock Holding History

Chatterton & Associates’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
Q2 		– Sell
-3,582
Closed -$463K – 109
2026
Q1 		$463K Buy
3,582
+945
+36% +$116K 0.32% 60
2025
Q4 		$294K Buy
+2,637
New +$283K 0.25% 61

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Chatterton & Associates's WMT Position: Q2 2026 in Review

Chatterton & Associates sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 3,582 shares — an estimated $463K sold.

Chatterton & Associates first reported a position in WMT in Q4 2025 and held it in 2 quarters. The position peaked at $463K in Q1 2026. 2,778 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Chatterton & Associates reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Chatterton & Associates sold 3,582 Walmart Inc shares in Q2 2026, an estimated $463K.
  • Chatterton & Associates first reported a position in Walmart Inc in Q4 2025 and held it in 2 quarters.
  • Chatterton & Associates's Walmart Inc position peaked at $463K in Q1 2026.
  • 2,778 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.