Clifford Swan Investment Counsel’s Walmart Inc WMT Stock Holding History

Clifford Swan Investment Counsel’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	$18.1M	Sell	145,454 -7,093	-5%	-$871K	0.62%	50
2025 Q4	$17M	Sell	152,547 -1,186	-0.8%	-$127K	0.56%	47
2025 Q3	$15.8M	Sell	153,733 -977	-0.6%	-$97.3K	0.53%	56
2025 Q2	$15.1M	Sell	154,710 -5,304	-3%	-$505K	0.53%	54
2025 Q1	$14M	Sell	160,014 -871	-0.5%	-$81.7K	0.52%	61
2024 Q4	$14.5M	Sell	160,885 -7,392	-4%	-$641K	0.52%	62
2024 Q3	$13.6M	Sell	168,277 -1,015	-0.6%	-$74.5K	0.48%	65
2024 Q2	$11.5M	Sell	169,292 -1,136	-0.7%	-$71.5K	0.43%	69
2024 Q1	$10.3M	Sell	170,428 -9,803	-5%	-$561K	0.38%	74
2023 Q4	$9.47M	Sell	180,231 -2,118	-1%	-$112K	0.37%	75
2023 Q3	$9.72M	Sell	182,349 -1,578	-0.9%	-$84K	0.41%	74
2023 Q2	$9.64M	Sell	183,927 -5,565	-3%	-$281K	0.39%	77
2023 Q1	$9.31M	Buy	189,492 +21	+0%	+$997	0.39%	75
2022 Q4	$8.96M	Sell	189,471 -5,724	-3%	-$272K	0.39%	76
2022 Q3	$8.44M	Sell	195,195 -2,484	-1%	-$109K	0.4%	68
2022 Q2	$8.01M	Sell	197,679 -2,184	-1%	-$101K	0.35%	85
2022 Q1	$9.92M	Sell	199,863 -11,094	-5%	-$521K	0.37%	79
2021 Q4	$10.2M	Buy	210,957 +2,427	+1%	+$116K	0.36%	80
2021 Q3	$10.4M	Buy	208,530 +2,100	+1%	+$101K	0.38%	75
2021 Q2	$9.83M	Sell	206,430 -9,363	-4%	-$436K	0.37%	80
2021 Q1	$9.77M	Sell	215,793 -12,051	-5%	-$558K	0.4%	75
2020 Q4	$10.9M	Sell	227,844 -20,538	-8%	-$997K	0.48%	66
2020 Q3	$11.6M	Buy	248,382 +102	+0%	+$4.54K	0.56%	54
2020 Q2	$9.91M	Sell	248,280 -14,070	-5%	-$579K	0.51%	65
2020 Q1	$9.94M	Sell	262,350 -9,948	-4%	-$383K	0.6%	56
2019 Q4	$10.8M	Buy	272,298 +1,887	+0.7%	+$74.9K	0.52%	64
2019 Q3	$10.7M	Sell	270,411 -2,985	-1%	-$113K	0.56%	62
2019 Q2	$10.1M	Sell	273,396 -2,592	-0.9%	-$89.3K	0.53%	61
2019 Q1	$8.97M	Sell	275,988 -17,886	-6%	-$580K	0.48%	67
2018 Q4	$9.13M	Sell	293,874 -16,077	-5%	-$515K	0.55%	60
2018 Q3	$9.7M	Sell	309,951 -4,374	-1%	-$134K	0.5%	67
2018 Q2	$8.97M	Buy	314,325 +5,361	+2%	+$152K	0.5%	70
2018 Q1	$9.16M	Sell	308,964 -11,880	-4%	-$382K	0.52%	68
2017 Q4	$10.6M	Sell	320,844 -58,905	-16%	-$1.8M	0.58%	61
2017 Q3	$9.89M	Sell	379,749 -18,435	-5%	-$484K	0.6%	59
2017 Q2	$10M	Buy	398,184 +699	+0.2%	+$17.7K	0.63%	57
2017 Q1	$9.55M	Sell	397,485 -25,755	-6%	-$593K	0.61%	55
2016 Q4	$9.75M	Sell	423,240 -17,634	-4%	-$412K	0.65%	53
2016 Q3	$10.6M	Sell	440,874 -25,155	-5%	-$610K	0.72%	51
2016 Q2	$11.3M	Sell	466,029 -6,630	-1%	-$153K	0.78%	45
2016 Q1	$10.8M	Sell	472,659 -23,124	-5%	-$507K	0.73%	51
2015 Q4	$10.1M	Buy	495,783 +108,975	+28%	+$2.19M	0.69%	53
2015 Q3	$8.36M	Buy	386,808 +28,275	+8%	+$649K	0.6%	57
2015 Q2	$8.48M	Buy	358,533 +6,075	+2%	+$155K	0.57%	58
2015 Q1	$9.66M	Sell	352,458 -4,410	-1%	-$125K	0.64%	53
2014 Q4	$10.2M	Sell	356,868 -6,720	-2%	-$182K	0.67%	47
2014 Q3	$9.27M	Sell	363,588 -300	-0.1%	-$7.58K	0.63%	50
2014 Q2	$9.11M	Sell	363,888 -5,850	-2%	-$150K	0.61%	53
2014 Q1	$9.42M	Sell	369,738 -2,250	-0.6%	-$56.5K	0.66%	48
2013 Q4	$9.76M	Sell	371,988 -10,563	-3%	-$273K	0.71%	48
2013 Q3	$9.43M	Sell	382,551 -14,808	-4%	-$373K	0.75%	45
2013 Q2	$9.87M	Buy	+397,359	New	+$10.2M	0.82%	42

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clifford Swan Investment Counsel's WMT Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Walmart Inc (WMT) stake by 4.6% in Q1 2026, selling an estimated $871K and leaving 145,454 shares worth $18.1M. The position accounts for 0.62% of the portfolio, ranked #50.

Clifford Swan Investment Counsel first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,436 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Clifford Swan Investment Counsel held 145,454 shares of Walmart Inc worth $18.1M as of Q1 2026.
Clifford Swan Investment Counsel sold 7,093 Walmart Inc shares in Q1 2026, an estimated $871K.
Walmart Inc made up 0.62% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #50 holding.
Clifford Swan Investment Counsel first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,436 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.