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Clearview Wealth Advisors’s Walmart Inc WMT Stock Holding History

Clearview Wealth Advisors’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
2025
Q4 		$649K Sell
5,829
-429
-7% -$46.1K 0.41% 50
2025
Q3 		$645K Sell
6,258
-101
-2% -$10.1K 0.41% 49
2025
Q2 		$622K Buy
6,359
+7
+0.1% +$667 0.43% 48
2025
Q1 		$558K Sell
6,352
-3,371
-35% -$316K 0.42% 47
2024
Q4 		$878K Sell
9,723
-114
-1% -$9.89K 0.67% 35
2024
Q3 		$794K Sell
9,837
-233
-2% -$17.1K 0.61% 36
2024
Q2 		$682K Sell
10,070
-5,664
-36% -$357K 0.6% 38
2024
Q1 		$947K Buy
15,734
+4,844
+44% +$277K 0.97% 22
2023
Q4 		$572K Sell
10,890
-3
-0% -$159 0.67% 51
2023
Q3 		$581K Sell
10,893
-1,254
-10% -$66.7K 0.72% 51
2023
Q2 		$636K Sell
12,147
-15,369
-56% -$775K 0.65% 46
2023
Q1 		$1.35M Buy
27,516
+10,275
+60% +$488K 1.37% 13
2022
Q4 		$815K Sell
17,241
-531
-3% -$25.2K 0.63% 39
2022
Q3 		$768K Buy
17,772
+321
+2% +$14.1K 0.61% 28
2022
Q2 		$707K Buy
17,451
+555
+3% +$25.6K 0.53% 34
2022
Q1 		$839K Sell
16,896
-522
-3% -$24.5K 0.55% 32
2021
Q4 		$840K Sell
17,418
-981
-5% -$46.8K 0.51% 46
2021
Q3 		$855K Buy
18,399
+753
+4% +$36.3K 0.54% 38
2021
Q2 		$830K Sell
17,646
-126
-0.7% -$5.87K 0.51% 42
2021
Q1 		$805K Sell
17,772
-1,536
-8% -$71.1K 0.52% 43
2020
Q4 		$928K Buy
+19,308
New +$938K 0.62% 38

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clearview Wealth Advisors's WMT Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Walmart Inc (WMT) stake by 6.9% in Q4 2025, selling an estimated $46.1K and leaving 5,829 shares worth $649K. The position accounts for 0.41% of the portfolio, ranked #50.

Clearview Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.35M in Q1 2023. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Clearview Wealth Advisors held 5,829 shares of Walmart Inc worth $649K as of Q4 2025.
  • Clearview Wealth Advisors sold 429 Walmart Inc shares in Q4 2025, an estimated $46.1K.
  • Walmart Inc made up 0.41% of Clearview Wealth Advisors's portfolio in Q4 2025, its #50 holding.
  • Clearview Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Walmart Inc position peaked at $1.35M in Q1 2023.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.