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Cladis Investment Advisory’s Walmart Inc WMT Stock Holding History

Cladis Investment Advisory’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 		$1.38M Sell
12,211
-49
-0.4% -$6.08K 0.65% 51
2026
Q1 		$1.52M Sell
12,260
-1,025
-8% -$126K 0.84% 36
2025
Q4 		$1.48M Buy
13,285
+1,304
+11% +$140K 0.81% 37
2025
Q3 		$1.23M Sell
11,981
-49
-0.4% -$4.88K 0.71% 47
2025
Q2 		$1.18M Sell
12,030
-14
-0.1% -$1.33K 0.74% 43
2025
Q1 		$1.06M Sell
12,044
-75
-0.6% -$7.04K 0.77% 43
2024
Q4 		$1.09M Sell
12,119
-1,300
-10% -$113K 0.78% 43
2024
Q3 		$1.08M Sell
13,419
-224
-2% -$16.5K 0.75% 44
2024
Q2 		$924K Buy
13,643
+1
+0% +$63 0.67% 47
2024
Q1 		$821K Sell
13,642
-875
-6% -$50.1K 0.6% 51
2023
Q4 		$763K Buy
14,517
+1,425
+11% +$75.4K 0.6% 51
2023
Q3 		$698K Hold
13,092
– – 0.61% 55
2023
Q2 		$686K Sell
13,092
-897
-6% -$45.3K 0.6% 56
2023
Q1 		$688K Buy
13,989
+5,970
+74% +$283K 0.62% 57
2022
Q4 		$379K Buy
8,019
+45
+0.6% +$2.14K 0.38% 76
2022
Q3 		$345K Hold
7,974
– – 0.37% 85
2022
Q2 		$323K Buy
7,974
+3
+0% +$138 0.32% 94
2022
Q1 		$396K Hold
7,971
– – 0.32% 90
2021
Q4 		$384K Buy
+7,971
New +$381K 0.31% 100

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 $3.38T AUM 44.17% 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

Cladis Investment Advisory's WMT Position: Q2 2026 in Review

Cladis Investment Advisory reduced its Walmart Inc (WMT) stake by 0.4% in Q2 2026, selling an estimated $6.08K and leaving 12,211 shares worth $1.38M. The position accounts for 0.65% of the portfolio, ranked #51.

Cladis Investment Advisory first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cladis Investment Advisory held 12,211 shares of Walmart Inc worth $1.38M as of Q2 2026.
  • Cladis Investment Advisory sold 49 Walmart Inc shares in Q2 2026, an estimated $6.08K.
  • Walmart Inc made up 0.65% of Cladis Investment Advisory's portfolio in Q2 2026, its #51 holding.
  • Cladis Investment Advisory first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Cladis Investment Advisory's Walmart Inc position peaked at $1.52M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.