Clarus Wealth Advisors
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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
Q3 		$558K Buy
5,011
+551
+12% +$60.5K 0.2% 68
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Clarus Wealth Advisors's WMT Position: Q3 2026 in Review

Clarus Wealth Advisors increased its Walmart Inc (WMT) stake by 12% in Q3 2026, buying an estimated $60.5K and bringing the position to 5,011 shares worth $558K. The position accounts for 0.2% of the portfolio, ranked #68.

Clarus Wealth Advisors first reported a position in WMT in Q1 2018 and has held it in 19 quarters since. The position peaked at $913K in Q4 2019. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Clarus Wealth Advisors held 5,011 shares of Walmart Inc worth $558K as of Q3 2026.
  • Clarus Wealth Advisors bought 551 Walmart Inc shares in Q3 2026, an estimated $60.5K.
  • Walmart Inc made up 0.2% of Clarus Wealth Advisors's portfolio in Q3 2026, its #68 holding.
  • Clarus Wealth Advisors first reported a position in Walmart Inc in Q1 2018 and has held it in 19 quarters since.
  • Clarus Wealth Advisors's Walmart Inc position peaked at $913K in Q4 2019.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.