Claro Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.29M | Buy |
42,597
+5,709
| +15% | +$701K | 0.64% | 33 |
|
|
2025
Q4 | $4.11M | Buy |
36,888
+1,591
| +5% | +$171K | 0.56% | 36 |
|
|
2025
Q3 | $3.64M | Buy |
35,297
+1,237
| +4% | +$123K | 0.53% | 38 |
|
|
2025
Q2 | $3.33M | Sell |
34,060
-8,220
| -19% | -$783K | 0.55% | 41 |
|
|
2025
Q1 | $3.71M | Buy |
42,280
+27
| +0.1% | +$2.53K | 0.5% | 36 |
|
|
2024
Q4 | $3.82M | Sell |
42,253
-497
| -1% | -$43.1K | 0.52% | 35 |
|
|
2024
Q3 | $3.45M | Buy |
42,750
+4,844
| +13% | +$356K | 0.45% | 43 |
|
|
2024
Q2 | $2.57M | Buy |
37,906
+2,394
| +7% | +$151K | 0.4% | 46 |
|
|
2024
Q1 | $2.14M | Buy |
35,512
+856
| +2% | +$49K | 0.37% | 49 |
|
|
2023
Q4 | $1.82M | Buy |
34,656
+2,847
| +9% | +$151K | 0.39% | 47 |
|
|
2023
Q3 | $1.7M | Buy |
31,809
+1,284
| +4% | +$68.3K | 0.42% | 47 |
|
|
2023
Q2 | $1.6M | Buy |
30,525
+738
| +2% | +$37.2K | 0.4% | 51 |
|
|
2023
Q1 | $1.46M | Buy |
29,787
+801
| +3% | +$38K | 0.43% | 51 |
|
|
2022
Q4 | $1.37M | Buy |
28,986
+3,102
| +12% | +$147K | 0.45% | 54 |
|
|
2022
Q3 | $1.05M | Hold |
25,884
| – | – | 0.42% | 56 |
|
|
2022
Q2 | $1.05M | Buy |
25,884
+1,731
| +7% | +$79.8K | 0.42% | 56 |
|
|
2022
Q1 | $1.17M | Hold |
24,153
| – | – | 0.42% | 55 |
|
|
2021
Q4 | $1.17M | Buy |
24,153
+1,725
| +8% | +$82.4K | 0.42% | 55 |
|
|
2021
Q3 | $1.04M | Buy |
22,428
+1,497
| +7% | +$72.1K | 0.44% | 53 |
|
|
2021
Q2 | $984K | Buy |
20,931
+759
| +4% | +$35.4K | 0.44% | 54 |
|
|
2021
Q1 | $913K | Buy |
20,172
+330
| +2% | +$15.3K | 0.46% | 56 |
|
|
2020
Q4 | $953K | Buy |
19,842
+1,416
| +8% | +$68.8K | 0.51% | 51 |
|
|
2020
Q3 | $859K | Sell |
18,426
-111
| -0.6% | -$4.93K | 0.54% | 42 |
|
|
2020
Q2 | $740K | Buy |
18,537
+2,790
| +18% | +$115K | 0.51% | 52 |
|
|
2020
Q1 | $596K | Buy |
15,747
+6,213
| +65% | +$239K | 0.56% | 49 |
|
|
2019
Q4 | $378K | Buy |
9,534
+300
| +3% | +$11.9K | 0.29% | 97 |
|
|
2019
Q3 | $365K | Sell |
9,234
-564
| -6% | -$21.3K | 0.32% | 97 |
|
|
2019
Q2 | $361K | Sell |
9,798
-663
| -6% | -$22.8K | 0.33% | 97 |
|
|
2019
Q1 | $340K | Buy |
10,461
+2,475
| +31% | +$80.2K | 0.34% | 97 |
|
|
2018
Q4 | $250K | Buy |
+7,986
| New | +$256K | 0.2% | 110 |
|
Other funds holding WMT
VCM
VPM
Claro Advisors's WMT Position: Q1 2026 in Review
Claro Advisors increased its Walmart Inc (WMT) stake by 15% in Q1 2026, buying an estimated $701K and bringing the position to 42,597 shares worth $5.29M. The position accounts for 0.64% of the portfolio, ranked #33.
Claro Advisors first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Claro Advisors held 42,597 shares of Walmart Inc worth $5.29M as of Q1 2026.
- Claro Advisors bought 5,709 Walmart Inc shares in Q1 2026, an estimated $701K.
- Walmart Inc made up 0.64% of Claro Advisors's portfolio in Q1 2026, its #33 holding.
- Claro Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.