CIR
WMT icon

Clear Investment Research’s Walmart Inc WMT Stock Holding History

Clear Investment Research’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 		$291K Hold
2,342
– – 0.46% 46
2025
Q4 		$261K Buy
2,342
+18
+0.8% +$1.93K 0.43% 49
2025
Q3 		$240K Sell
2,324
-234
-9% -$23.3K 0.32% 56
2025
Q2 		$250K Buy
2,558
+1
+0% +$95 0.32% 52
2025
Q1 		$225K Sell
2,557
-2
-0.1% -$188 0.3% 51
2024
Q4 		$231K Sell
2,559
-6
-0.2% -$521 0.3% 50
2024
Q3 		$207K Buy
2,565
+171
+7% +$12.6K 0.27% 53
2024
Q2 		$162K Buy
2,394
+558
+30% +$35.1K 0.21% 57
2024
Q1 		$111K Sell
1,836
-15
-0.8% -$858 0.15% 67
2023
Q4 		$97.4K Buy
1,851
+9
+0.5% +$476 0.14% 75
2023
Q3 		$98.3K Buy
1,842
+129
+8% +$6.87K 0.17% 66
2023
Q2 		$89.8K Buy
1,713
+156
+10% +$7.87K 0.15% 67
2023
Q1 		$76.5K Sell
1,557
-33
-2% -$1.57K 0.13% 69
2022
Q4 		$75K Buy
1,590
+150
+10% +$7.12K 0.15% 68
2022
Q3 		$62K Buy
+1,440
New +$63.1K 0.13% 69
2019
Q4 		– Sell
-33
Closed -$1K – 396
2019
Q3 		$1K Hold
33
– – ﹤0.01% 216
2019
Q2 		$1K Hold
33
– – ﹤0.01% 215
2019
Q1 		$1K Hold
33
– – ﹤0.01% 210
2018
Q4 		$1K Hold
33
– – ﹤0.01% 200
2018
Q3 		$1K Buy
+33
New +$1.01K ﹤0.01% 212

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 Investment Research's WMT Position: Q1 2026 in Review

Clear Investment Research held its Walmart Inc (WMT) position steady in Q1 2026 at 2,342 shares worth $291K. The position accounts for 0.46% of the portfolio, ranked #46.

Clear Investment Research first reported a position in WMT in Q3 2018 and has held it in 20 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Clear Investment Research held 2,342 shares of Walmart Inc worth $291K as of Q1 2026.
  • Clear Investment Research left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.46% of Clear Investment Research's portfolio in Q1 2026, its #46 holding.
  • Clear Investment Research first reported a position in Walmart Inc in Q3 2018 and has held it in 20 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.