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Clarity Financial’s Walmart Inc WMT Stock Holding History

Clarity Financial’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 		$22.4M Buy
197,868
+47,215
+31% +$5.86M 1.9% 19
2026
Q1 		$18.7M Sell
150,653
-31,047
-17% -$3.81M 2.04% 21
2025
Q4 		$20.2M Buy
181,700
+5,393
+3% +$579K 1.87% 22
2025
Q3 		$18.2M Buy
176,307
+3,514
+2% +$350K 1.8% 22
2025
Q2 		$16.9M Buy
172,793
+21,411
+14% +$2.04M 1.82% 21
2025
Q1 		$13.3M Buy
151,382
+6,498
+4% +$610K 1.53% 27
2024
Q4 		$13.1M Sell
144,884
-38,378
-21% -$3.33M 1.56% 22
2024
Q3 		$14.8M Sell
183,262
-2,805
-2% -$206K 1.72% 21
2024
Q2 		$12.6M Buy
186,067
+54,038
+41% +$3.4M 1.86% 20
2024
Q1 		$7.94M Buy
132,029
+5,429
+4% +$311K 1.2% 31
2023
Q4 		$6.65M Buy
126,600
+122,460
+2,958% +$6.48M 1.15% 31
2023
Q3 		$221K Buy
+4,140
New +$220K 0.04% 110
2021
Q2 		– Sell
-23,187
Closed -$1.05M – 153
2021
Q1 		$1.05M Sell
23,187
-15,750
-40% -$730K 0.21% 60
2020
Q4 		$1.87M Buy
+38,937
New +$1.89M 0.45% 52

Other funds holding WMT

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Clarity Financial's WMT Position: Q2 2026 in Review

Clarity Financial increased its Walmart Inc (WMT) stake by 31% in Q2 2026, buying an estimated $5.86M and bringing the position to 197,868 shares worth $22.4M. The position accounts for 1.9% of the portfolio, ranked #19.

Clarity Financial first reported a position in WMT in Q4 2020 and has held it in 14 quarters since. 1,904 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Clarity Financial held 197,868 shares of Walmart Inc worth $22.4M as of Q2 2026.
  • Clarity Financial bought 47,215 Walmart Inc shares in Q2 2026, an estimated $5.86M.
  • Walmart Inc made up 1.9% of Clarity Financial's portfolio in Q2 2026, its #19 holding.
  • Clarity Financial first reported a position in Walmart Inc in Q4 2020 and has held it in 14 quarters since.
  • 1,904 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.