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Claris Advisors’s Walmart Inc WMT Stock Holding History

Claris 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
Q1 		$581K Sell
4,674
-33
-0.7% -$4.05K 0.17% 40
2025
Q4 		$524K Sell
4,707
-5,114
-52% -$549K 0.16% 41
2025
Q3 		$960K Hold
9,821
– – 0.33% 31
2025
Q2 		$960K Sell
9,821
-87
-0.9% -$8.29K 0.33% 31
2025
Q1 		$870K Buy
9,908
+3,443
+53% +$323K 0.32% 30
2024
Q4 		$584K Buy
6,465
+400
+7% +$34.7K 0.22% 39
2024
Q3 		$490K Buy
6,065
+102
+2% +$7.49K 0.21% 34
2024
Q2 		$404K Hold
5,963
– – 0.21% 36
2024
Q1 		$359K Buy
5,963
+143
+2% +$8.18K 0.18% 36
2023
Q4 		$306K Hold
5,820
– – 0.17% 40
2023
Q3 		$310K Hold
5,820
– – 0.2% 37
2023
Q2 		$305K Sell
5,820
-18
-0.3% -$908 0.21% 37
2023
Q1 		$287K Sell
5,838
-525
-8% -$24.9K 0.21% 33
2022
Q4 		$301K Buy
6,363
+93
+1% +$4.42K 0.29% 38
2022
Q3 		$271K Hold
6,270
– – 0.31% 31
2022
Q2 		$254K Hold
6,270
– – 0.27% 34
2022
Q1 		$311K Hold
6,270
– – 0.33% 33
2021
Q4 		$302K Buy
+6,270
New +$299K 0.32% 33

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

Claris Advisors's WMT Position: Q1 2026 in Review

Claris Advisors reduced its Walmart Inc (WMT) stake by 0.7% in Q1 2026, selling an estimated $4.05K and leaving 4,674 shares worth $581K. The position accounts for 0.17% of the portfolio, ranked #40.

Claris Advisors first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $960K in Q3 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Claris Advisors held 4,674 shares of Walmart Inc worth $581K as of Q1 2026.
  • Claris Advisors sold 33 Walmart Inc shares in Q1 2026, an estimated $4.05K.
  • Walmart Inc made up 0.17% of Claris Advisors's portfolio in Q1 2026, its #40 holding.
  • Claris Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • Claris Advisors's Walmart Inc position peaked at $960K in Q3 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.