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Clayton Financial Group’s Walmart Inc WMT Stock Holding History

Clayton Financial 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
Q2 		– Sell
-293
Closed -$36.4K – 572
2026
Q1 		$36.4K Hold
293
– – 0.02% 160
2025
Q4 		$32.6K Buy
293
+193
+193% +$20.7K 0.02% 164
2025
Q3 		$10.3K Buy
+100
New +$9.96K 0.01% 135
2025
Q2 		– Sell
-7,280
Closed -$639K – 114
2025
Q1 		$639K Buy
7,280
+3
+0% +$281 0.23% 58
2024
Q4 		$657K Sell
7,277
-99
-1% -$8.59K 0.24% 58
2024
Q3 		$596K Buy
7,376
+2,719
+58% +$200K 0.22% 63
2024
Q2 		$280K Hold
4,657
– – 0.12% 78
2024
Q1 		$280K Buy
+4,657
New +$266K 0.13% 75

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Clayton Financial Group's WMT Position: Q2 2026 in Review

Clayton Financial Group sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 293 shares — an estimated $36.4K sold.

Clayton Financial Group first reported a position in WMT in Q1 2024 and held it in 8 quarters. The position peaked at $657K in Q4 2024. 1,351 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Clayton Financial Group reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 293 Walmart Inc shares in Q2 2026, an estimated $36.4K.
  • Clayton Financial Group first reported a position in Walmart Inc in Q1 2024 and held it in 8 quarters.
  • Clayton Financial Group's Walmart Inc position peaked at $657K in Q4 2024.
  • 1,351 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.