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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
Q2 		$236K Sell
2,080
-262
-11% -$32.5K 0.37% 54
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 $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 Investment Research's WMT Position: Q2 2026 in Review

Clear Investment Research reduced its Walmart Inc (WMT) stake by 11% in Q2 2026, selling an estimated $32.5K and leaving 2,080 shares worth $236K. The position accounts for 0.37% of the portfolio, ranked #54.

Clear Investment Research first reported a position in WMT in Q3 2018 and has held it in 21 quarters since. The position peaked at $291K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Clear Investment Research held 2,080 shares of Walmart Inc worth $236K as of Q2 2026.
  • Clear Investment Research sold 262 Walmart Inc shares in Q2 2026, an estimated $32.5K.
  • Walmart Inc made up 0.37% of Clear Investment Research's portfolio in Q2 2026, its #54 holding.
  • Clear Investment Research first reported a position in Walmart Inc in Q3 2018 and has held it in 21 quarters since.
  • Clear Investment Research's Walmart Inc position peaked at $291K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.