Clearstead Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56.2M | Buy |
452,253
+36,161
| +9% | +$4.44M | 0.51% | 44 |
|
|
2025
Q4 | $46.4M | Buy |
416,092
+7,193
| +2% | +$772K | 0.58% | 39 |
|
|
2025
Q3 | $42.1M | Buy |
408,899
+196
| +0% | +$19.5K | 0.55% | 41 |
|
|
2025
Q2 | $40M | Buy |
408,703
+20,284
| +5% | +$1.93M | 0.56% | 37 |
|
|
2025
Q1 | $34.1M | Buy |
388,419
+3,956
| +1% | +$371K | 0.53% | 42 |
|
|
2024
Q4 | $34.7M | Sell |
384,463
-5,371
| -1% | -$466K | 0.53% | 44 |
|
|
2024
Q3 | $31.5M | Sell |
389,834
-1,983
| -0.5% | -$146K | 0.49% | 46 |
|
|
2024
Q2 | $26.5M | Buy |
391,817
+298,411
| +319% | +$18.8M | 0.45% | 48 |
|
|
2024
Q1 | $5.64M | Buy |
93,406
+4,045
| +5% | +$231K | 0.28% | 71 |
|
|
2023
Q4 | $4.7M | Sell |
89,361
-91,581
| -51% | -$4.85M | 0.25% | 83 |
|
|
2023
Q3 | $9.65M | Buy |
180,942
+91,992
| +103% | +$4.9M | 0.28% | 73 |
|
|
2023
Q2 | $4.66M | Buy |
88,950
+8,280
| +10% | +$418K | 0.28% | 75 |
|
|
2023
Q1 | $3.96M | Sell |
80,670
-879
| -1% | -$41.7K | 0.29% | 74 |
|
|
2022
Q4 | $3.85M | Buy |
81,549
+3,438
| +4% | +$163K | 0.3% | 73 |
|
|
2022
Q3 | $3.38M | Sell |
78,111
-1,650
| -2% | -$72.3K | 0.31% | 70 |
|
|
2022
Q2 | $3.23M | Buy |
79,761
+4,911
| +7% | +$226K | 0.25% | 82 |
|
|
2022
Q1 | $3.72M | Buy |
74,850
+2,475
| +3% | +$116K | 0.25% | 79 |
|
|
2021
Q4 | $3.49M | Sell |
72,375
-1,005
| -1% | -$48K | 0.24% | 81 |
|
|
2021
Q3 | $3.41M | Buy |
73,380
+3,324
| +5% | +$160K | 0.25% | 79 |
|
|
2021
Q2 | $3.29M | Buy |
70,056
+636
| +0.9% | +$29.6K | 0.25% | 82 |
|
|
2021
Q1 | $3.14M | Buy |
69,420
+3,441
| +5% | +$159K | 0.26% | 78 |
|
|
2020
Q4 | $3.17M | Buy |
65,979
+1,179
| +2% | +$57.3K | 0.29% | 67 |
|
|
2020
Q3 | $3.02M | Buy |
64,800
+444
| +0.7% | +$19.7K | 0.32% | 65 |
|
|
2020
Q2 | $2.57M | Buy |
64,356
+2,406
| +4% | +$99K | 0.3% | 68 |
|
|
2020
Q1 | $2.35M | Hold |
61,950
| – | – | 0.34% | 62 |
|
|
2019
Q4 | $2.45M | Buy |
61,950
+4,902
| +9% | +$195K | 0.3% | 71 |
|
|
2019
Q3 | $2.26M | Sell |
57,048
-960
| -2% | -$36.2K | 0.3% | 69 |
|
|
2019
Q2 | $2.14M | Buy |
58,008
+21
| +0% | +$724 | 0.28% | 73 |
|
|
2019
Q1 | $1.89M | Sell |
57,987
-2,250
| -4% | -$73K | 0.26% | 76 |
|
|
2018
Q4 | $1.87M | Sell |
60,237
-240
| -0.4% | -$7.7K | 0.29% | 71 |
|
|
2018
Q3 | $1.89M | Buy |
60,477
+1,350
| +2% | +$41.3K | 0.26% | 70 |
|
|
2018
Q2 | $1.69M | Sell |
59,127
-1,050
| -2% | -$29.8K | 0.24% | 70 |
|
|
2018
Q1 | $1.78M | Sell |
60,177
-2,175
| -3% | -$70K | 0.26% | 67 |
|
|
2017
Q4 | $2.05M | Sell |
62,352
-591
| -0.9% | -$18.1K | 0.28% | 65 |
|
|
2017
Q3 | $1.64M | Buy |
62,943
+222
| +0.4% | +$5.82K | 0.21% | 84 |
|
|
2017
Q2 | $1.58M | Buy |
62,721
+375
| +0.6% | +$9.52K | 0.23% | 80 |
|
|
2017
Q1 | $1.5M | Sell |
62,346
-1,725
| -3% | -$39.7K | 0.22% | 81 |
|
|
2016
Q4 | $1.48M | Buy |
+64,071
| New | +$1.5M | 0.24% | 73 |
|
Other funds holding WMT
VCM
VPM
Clearstead Advisors's WMT Position: Q1 2026 in Review
Clearstead Advisors increased its Walmart Inc (WMT) stake by 8.7% in Q1 2026, buying an estimated $4.44M and bringing the position to 452,253 shares worth $56.2M. The position accounts for 0.51% of the portfolio, ranked #44.
Clearstead Advisors first reported a position in WMT in Q4 2016 and has held it in 38 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Clearstead Advisors held 452,253 shares of Walmart Inc worth $56.2M as of Q1 2026.
- Clearstead Advisors bought 36,161 Walmart Inc shares in Q1 2026, an estimated $4.44M.
- Walmart Inc made up 0.51% of Clearstead Advisors's portfolio in Q1 2026, its #44 holding.
- Clearstead Advisors first reported a position in Walmart Inc in Q4 2016 and has held it in 38 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.