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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Creek Financial Management's WMT Position: Q1 2026 in Review

Clear Creek Financial Management increased its Walmart Inc (WMT) stake by 64% in Q1 2026, buying an estimated $945K and bringing the position to 19,807 shares worth $2.46M. The position accounts for 0.19% of the portfolio, ranked #117.

Clear Creek Financial Management first reported a position in WMT in Q4 2019 and has held it in 24 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Clear Creek Financial Management held 19,807 shares of Walmart Inc worth $2.46M as of Q1 2026.
  • Clear Creek Financial Management bought 7,694 Walmart Inc shares in Q1 2026, an estimated $945K.
  • Walmart Inc made up 0.19% of Clear Creek Financial Management's portfolio in Q1 2026, its #117 holding.
  • Clear Creek Financial Management first reported a position in Walmart Inc in Q4 2019 and has held it in 24 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.