CCFM
WMT icon

Clear Creek Financial Management’s Walmart Inc WMT Stock Holding History

Clear Creek Financial 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 		$2.31M Buy
20,425
+618
+3% +$76.7K 0.15% 150
2026
Q1 		$2.46M Buy
19,807
+7,694
+64% +$945K 0.19% 117
2025
Q4 		$1.35M Sell
12,113
-520
-4% -$55.8K 0.11% 185
2025
Q3 		$1.3M Sell
12,633
-110
-0.9% -$10.9K 0.11% 191
2025
Q2 		$1.25M Buy
12,743
+90
+0.7% +$8.57K 0.12% 187
2025
Q1 		$1.11M Buy
12,653
+178
+1% +$16.7K 0.12% 175
2024
Q4 		$1.13M Buy
12,475
+156
+1% +$13.5K 0.12% 171
2024
Q3 		$995K Sell
12,319
-48
-0.4% -$3.52K 0.11% 170
2024
Q2 		$858K Buy
12,367
+121
+1% +$7.62K 0.1% 179
2024
Q1 		$760K Buy
12,246
+2,676
+28% +$153K 0.1% 181
2023
Q4 		$504K Buy
9,570
+3,441
+56% +$182K 0.08% 193
2023
Q3 		$327K Buy
6,129
+222
+4% +$11.8K 0.06% 225
2023
Q2 		$309K Buy
5,907
+750
+15% +$37.8K 0.05% 238
2023
Q1 		$254K Sell
5,157
-531
-9% -$25.2K 0.05% 246
2022
Q4 		$269K Sell
5,688
-903
-14% -$42.9K 0.06% 229
2022
Q3 		$285K Buy
6,591
+213
+3% +$9.33K 0.06% 200
2022
Q2 		$258K Buy
6,378
+2,043
+47% +$94.2K 0.05% 235
2022
Q1 		$216K Buy
4,335
+3
+0.1% +$141 0.03% 304
2021
Q4 		$209K Sell
4,332
-1,323
-23% -$63.2K 0.03% 319
2021
Q3 		$263K Buy
5,655
+15
+0.3% +$723 0.04% 257
2021
Q2 		$265K Buy
+5,640
New +$263K 0.04% 249
2021
Q1 		– Sell
-8,550
Closed -$411K – 271
2020
Q4 		$411K Buy
+8,550
New +$415K 0.08% 200
2020
Q3 		– Sell
-5,946
Closed -$237K – 265
2020
Q2 		$237K Buy
5,946
+705
+13% +$29K 0.06% 209
2020
Q1 		$228K Buy
5,241
+24
+0.5% +$923 0.09% 139
2019
Q4 		$202K Buy
+5,217
New +$207K 0.08% 131

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clear Creek Financial Management's WMT Position: Q2 2026 in Review

Clear Creek Financial Management increased its Walmart Inc (WMT) stake by 3.1% in Q2 2026, buying an estimated $76.7K and bringing the position to 20,425 shares worth $2.31M. The position accounts for 0.15% of the portfolio, ranked #150.

Clear Creek Financial Management first reported a position in WMT in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.46M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Clear Creek Financial Management held 20,425 shares of Walmart Inc worth $2.31M as of Q2 2026.
  • Clear Creek Financial Management bought 618 Walmart Inc shares in Q2 2026, an estimated $76.7K.
  • Walmart Inc made up 0.15% of Clear Creek Financial Management's portfolio in Q2 2026, its #150 holding.
  • Clear Creek Financial Management first reported a position in Walmart Inc in Q4 2019 and has held it in 25 quarters since.
  • Clear Creek Financial Management's Walmart Inc position peaked at $2.46M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.