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Clear Harbor Asset Management’s Walmart Inc WMT Stock Holding History

Clear Harbor Asset 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
2016
Q2 		– Sell
-45,000
Closed -$6K – 280
2016
Q1 		$6K Buy
+45,000
New +$987K ﹤0.01% 249

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 Harbor Asset Management's WMT Position: Q1 2026 in Review

Clear Harbor Asset Management reduced its Walmart Inc (WMT) stake by 3.4% in Q1 2026, selling an estimated $30K and leaving 6,942 shares worth $863K. The position accounts for 0.06% of the portfolio, ranked #220.

Clear Harbor Asset Management first reported a position in WMT in Q3 2015 and has held it in 20 quarters since. The position peaked at $1.05M in Q3 2015. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Clear Harbor Asset Management held 6,942 shares of Walmart Inc worth $863K as of Q1 2026.
  • Clear Harbor Asset Management sold 244 Walmart Inc shares in Q1 2026, an estimated $30K.
  • Walmart Inc made up 0.06% of Clear Harbor Asset Management's portfolio in Q1 2026, its #220 holding.
  • Clear Harbor Asset Management first reported a position in Walmart Inc in Q3 2015 and has held it in 20 quarters since.
  • Clear Harbor Asset Management's Walmart Inc position peaked at $1.05M in Q3 2015.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.