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Cherry Creek Investment Advisors’s Walmart Inc WMT Stock Holding History

Cherry Creek Investment Advisors’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 		$7.55M Sell
66,698
-359
-0.5% -$44.6K 2.97% 10
2026
Q1 		$8.33M Sell
67,057
-2,338
-3% -$287K 3.62% 8
2025
Q4 		$7.73M Sell
69,395
-605
-0.9% -$65K 3.31% 8
2025
Q3 		$7.21M Sell
70,000
-798
-1% -$79.4K 3.12% 10
2025
Q2 		$6.92M Buy
70,798
+3,775
+6% +$360K 3.25% 9
2025
Q1 		$5.88M Sell
67,023
-569
-0.8% -$53.4K 3.06% 10
2024
Q4 		$6.11M Sell
67,592
-1,466
-2% -$127K 3% 10
2024
Q3 		$5.58M Buy
69,058
+33,281
+93% +$2.44M 2.88% 9
2024
Q2 		$2.42M Buy
35,777
+2,298
+7% +$145K 1.26% 22
2024
Q1 		$2.01M Buy
33,479
+2,084
+7% +$119K 1.09% 24
2023
Q4 		$1.65M Buy
31,395
+18
+0.1% +$952 1.01% 24
2023
Q3 		$1.67M Buy
31,377
+102
+0.3% +$5.43K 1.14% 21
2023
Q2 		$1.64M Buy
31,275
+156
+0.5% +$7.87K 1.1% 22
2023
Q1 		$1.53M Sell
31,119
-333
-1% -$15.8K 1.12% 22
2022
Q4 		$1.49M Sell
31,452
-300
-0.9% -$14.2K 1.15% 24
2022
Q3 		$1.37M Buy
31,752
+210
+0.7% +$9.2K 1.14% 25
2022
Q2 		$1.28M Buy
31,542
+381
+1% +$17.6K 1.03% 27
2022
Q1 		$1.55M Sell
31,161
-474
-1% -$22.3K 1.02% 30
2021
Q4 		$1.53M Buy
31,635
+432
+1% +$20.6K 0.95% 35
2021
Q3 		$1.45M Buy
31,203
+114
+0.4% +$5.49K 0.97% 35
2021
Q2 		$1.46M Buy
+31,089
New +$1.45M 0.96% 33

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cherry Creek Investment Advisors's WMT Position: Q2 2026 in Review

Cherry Creek Investment Advisors reduced its Walmart Inc (WMT) stake by 0.54% in Q2 2026, selling an estimated $44.6K and leaving 66,698 shares worth $7.55M. The position accounts for 2.97% of the portfolio, ranked #10.

Cherry Creek Investment Advisors first reported a position in WMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.33M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cherry Creek Investment Advisors held 66,698 shares of Walmart Inc worth $7.55M as of Q2 2026.
  • Cherry Creek Investment Advisors sold 359 Walmart Inc shares in Q2 2026, an estimated $44.6K.
  • Walmart Inc made up 2.97% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Cherry Creek Investment Advisors first reported a position in Walmart Inc in Q2 2021 and has held it in 21 quarters since.
  • Cherry Creek Investment Advisors's Walmart Inc position peaked at $8.33M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.