Clay Northam Wealth Management’s Walmart Inc WMT Stock Holding History

Clay Northam Wealth Management’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	$930K	Hold	8,214	–	–	0.46%	42
2026 Q1	$1.02M	Hold	8,214	–	–	0.57%	33
2025 Q4	$915K	Hold	8,214	–	–	0.51%	34
2025 Q3	$847K	Sell	8,214 -450	-5%	-$44.8K	0.48%	36
2025 Q2	$847K	Hold	8,664	–	–	0.54%	31
2025 Q1	$761K	Sell	8,664 -300	-3%	-$28.1K	0.53%	32
2024 Q4	$810K	Buy	8,964 +21	+0.2%	+$1.82K	0.52%	29
2024 Q3	$722K	Sell	8,943 -120	-1%	-$8.81K	0.5%	32
2024 Q2	$614K	Hold	9,063	–	–	0.47%	34
2024 Q1	$545K	Sell	9,063 -30	-0.3%	-$1.72K	0.44%	36
2023 Q4	$478K	Hold	9,093	–	–	0.43%	38
2023 Q3	$485K	Hold	9,093	–	–	0.48%	35
2023 Q2	$476K	Sell	9,093 -90	-1%	-$4.54K	0.45%	35
2023 Q1	$451K	Hold	9,183	–	–	0.46%	38
2022 Q4	$434K	Hold	9,183	–	–	0.5%	36
2022 Q3	$397K	Hold	9,183	–	–	0.5%	40
2022 Q2	$372K	Hold	9,183	–	–	0.46%	45
2022 Q1	$456K	Sell	9,183 -90	-1%	-$4.22K	0.46%	45
2021 Q4	$447K	Buy	+9,273	New	+$443K	0.42%	49

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clay Northam Wealth Management's WMT Position: Q2 2026 in Review

Clay Northam Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 8,214 shares worth $930K. The position accounts for 0.46% of the portfolio, ranked #42.

Clay Northam Wealth Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Clay Northam Wealth Management held 8,214 shares of Walmart Inc worth $930K as of Q2 2026.
Clay Northam Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.46% of Clay Northam Wealth Management's portfolio in Q2 2026, its #42 holding.
Clay Northam Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
Clay Northam Wealth Management's Walmart Inc position peaked at $1.02M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.