Clarus Group
WMT icon

Clarus Group’s Walmart Inc WMT Stock Holding History

Clarus Group’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
Q3 		$1.11M Sell
10,704
-2,253
-17% -$247K 0.37% 33
2026
Q2 		$1.47M Sell
12,957
-613
-5% -$76.1K 0.5% 28
2026
Q1 		$1.69M Sell
13,570
-250
-2% -$30.7K 0.6% 23
2025
Q4 		$1.54M Sell
13,820
-463
-3% -$49.7K 0.55% 23
2025
Q3 		$1.47M Buy
14,283
+587
+4% +$58.4K 0.51% 24
2025
Q2 		$1.34M Buy
13,696
+448
+3% +$42.7K 0.49% 25
2025
Q1 		$1.16M Sell
13,248
-784
-6% -$73.5K 0.45% 24
2024
Q4 		$1.27M Sell
14,032
-4,190
-23% -$364K 0.45% 25
2024
Q3 		$1.47M Buy
18,222
+1,566
+9% +$115K 0.62% 23
2024
Q2 		$1.13M Buy
16,656
+4,617
+38% +$291K 0.5% 26
2024
Q1 		$724K Sell
12,039
-975
-7% -$55.8K 0.51% 36
2023
Q4 		$684K Sell
13,014
-750
-5% -$39.7K 0.52% 37
2023
Q3 		$734K Buy
13,764
+1,512
+12% +$80.5K 0.53% 36
2023
Q2 		$642K Buy
12,252
+4,176
+52% +$211K 0.47% 34
2023
Q1 		$397K Buy
8,076
+3
+0% +$142 0.37% 46
2022
Q4 		$382K Hold
8,073
– – 0.34% 51
2022
Q3 		$349K Buy
8,073
+3
+0% +$131 0.32% 53
2022
Q2 		$327K Buy
8,070
+6
+0.1% +$277 0.27% 61
2022
Q1 		$400K Sell
8,064
-87
-1% -$4.08K 0.27% 59
2021
Q4 		$382K Hold
8,151
– – 0.26% 56
2021
Q3 		$379K Buy
8,151
+3
+0% +$145 0.26% 57
2021
Q2 		$381K Sell
8,148
-876
-10% -$40.8K 0.29% 60
2021
Q1 		$420K Buy
9,024
+6
+0.1% +$278 0.35% 48
2020
Q4 		$434K Buy
+9,018
New +$438K 0.37% 46

Other funds holding WMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Clarus Group's WMT Position: Q3 2026 in Review

Clarus Group reduced its Walmart Inc (WMT) stake by 17% in Q3 2026, selling an estimated $247K and leaving 10,704 shares worth $1.11M. The position accounts for 0.37% of the portfolio, ranked #33.

Clarus Group first reported a position in WMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.69M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Clarus Group held 10,704 shares of Walmart Inc worth $1.11M as of Q3 2026.
  • Clarus Group sold 2,253 Walmart Inc shares in Q3 2026, an estimated $247K.
  • Walmart Inc made up 0.37% of Clarus Group's portfolio in Q3 2026, its #33 holding.
  • Clarus Group first reported a position in Walmart Inc in Q4 2020 and has held it in 24 quarters since.
  • Clarus Group's Walmart Inc position peaked at $1.69M in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Clarus Group's 13F filing for Q3 2026, filed 21 Oct 2026.