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CLA (CliftonLarsonAllen) Wealth Advisors’s Walmart Inc WMT Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$8.06M Sell
71,137
-1,795
-2% -$223K 0.11% 76
2026
Q1 		$9.06M Buy
72,932
+39,239
+116% +$4.82M 0.13% 68
2025
Q4 		$3.75M Buy
33,693
+10,074
+43% +$1.08M 0.06% 98
2025
Q3 		$2.43M Buy
23,619
+3,071
+15% +$306K 0.04% 118
2025
Q2 		$2.01M Buy
20,548
+3,175
+18% +$303K 0.03% 129
2025
Q1 		$1.53M Sell
17,373
-1,694
-9% -$159K 0.03% 137
2024
Q4 		$1.72M Buy
19,067
+1,619
+9% +$140K 0.03% 123
2024
Q3 		$1.41M Buy
17,448
+866
+5% +$63.6K 0.03% 131
2024
Q2 		$1.12M Sell
16,582
-421
-2% -$26.5K 0.02% 133
2024
Q1 		$1.02M Buy
+17,003
New +$973K 0.02% 130
2021
Q4 		– Sell
-11,790
Closed -$548K – 302
2021
Q3 		$548K Buy
11,790
+1,137
+11% +$54.8K 0.02% 212
2021
Q2 		$501K Buy
+10,653
New +$496K 0.02% 229
2017
Q4 		– Sell
-32,739
Closed -$853K – 145
2017
Q3 		$853K Buy
32,739
+1,386
+4% +$36.4K 0.09% 103
2017
Q2 		$791K Buy
31,353
+633
+2% +$16.1K 0.09% 101
2017
Q1 		$738K Buy
+30,720
New +$707K 0.08% 105

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

CLA (CliftonLarsonAllen) Wealth Advisors's WMT Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Walmart Inc (WMT) stake by 2.5% in Q2 2026, selling an estimated $223K and leaving 71,137 shares worth $8.06M. The position accounts for 0.11% of the portfolio, ranked #76.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in WMT in Q1 2017 and has held it in 15 quarters since. The position peaked at $9.06M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 71,137 shares of Walmart Inc worth $8.06M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,795 Walmart Inc shares in Q2 2026, an estimated $223K.
  • Walmart Inc made up 0.11% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Walmart Inc in Q1 2017 and has held it in 15 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Walmart Inc position peaked at $9.06M in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.