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Clarus Wealth Advisors’s Walmart Inc WMT Stock Holding History

Clarus Wealth 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
Q2 		$504K Buy
4,460
+860
+24% +$107K 0.19% 73
2026
Q1 		$441K Buy
3,600
+419
+13% +$51.4K 0.19% 73
2025
Q4 		$383K Buy
3,181
+347
+12% +$37.3K 0.16% 71
2025
Q3 		$289K Buy
2,834
+34
+1% +$3.38K 0.13% 69
2025
Q2 		$272K Sell
2,800
-300
-10% -$28.6K 0.13% 70
2025
Q1 		$278K Buy
+3,100
New +$291K 0.15% 70
2023
Q1 		– Sell
-5,703
Closed -$275K – 148
2022
Q4 		$275K Buy
+5,703
New +$271K 0.18% 103
2020
Q4 		– Sell
-4,704
Closed -$221K – 148
2020
Q3 		$221K Sell
4,704
-1,533
-25% -$68.2K 0.17% 111
2020
Q2 		$264K Sell
6,237
-15,912
-72% -$655K 0.22% 95
2020
Q1 		$882K Sell
22,149
-1,188
-5% -$45.7K 0.88% 24
2019
Q4 		$913K Buy
23,337
+2,355
+11% +$93.5K 0.6% 36
2019
Q3 		$830K Buy
20,982
+9,108
+77% +$344K 0.61% 34
2019
Q2 		$437K Buy
11,874
+1,977
+20% +$68.1K 0.32% 52
2019
Q1 		$322K Buy
9,897
+1,587
+19% +$51.5K 0.24% 61
2018
Q4 		$258K Sell
8,310
-51
-0.6% -$1.64K 0.41% 48
2018
Q3 		$262K Buy
8,361
+1,461
+21% +$44.7K 0.17% 84
2018
Q2 		$205K Hold
6,900
– – 0.16% 109
2018
Q1 		$205K Buy
+6,900
New +$222K 0.19% 109

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Clarus Wealth Advisors's WMT Position: Q2 2026 in Review

Clarus Wealth Advisors increased its Walmart Inc (WMT) stake by 24% in Q2 2026, buying an estimated $107K and bringing the position to 4,460 shares worth $504K. The position accounts for 0.19% of the portfolio, ranked #73.

Clarus Wealth Advisors first reported a position in WMT in Q1 2018 and has held it in 18 quarters since. The position peaked at $913K in Q4 2019. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Clarus Wealth Advisors held 4,460 shares of Walmart Inc worth $504K as of Q2 2026.
  • Clarus Wealth Advisors bought 860 Walmart Inc shares in Q2 2026, an estimated $107K.
  • Walmart Inc made up 0.19% of Clarus Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Clarus Wealth Advisors first reported a position in Walmart Inc in Q1 2018 and has held it in 18 quarters since.
  • Clarus Wealth Advisors's Walmart Inc position peaked at $913K in Q4 2019.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.