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CM Wealth Advisors’s Walmart Inc WMT Stock Holding History

CM 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
2026
Q2 		$456K Sell
4,030
-53
-1% -$6.58K 0.08% 107
2026
Q1 		$508K Buy
4,083
+118
+3% +$14.5K 0.11% 76
2025
Q4 		$443K Buy
+3,965
New +$426K 0.1% 84

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

CM Wealth Advisors's WMT Position: Q2 2026 in Review

CM Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.3% in Q2 2026, selling an estimated $6.58K and leaving 4,030 shares worth $456K. The position accounts for 0.08% of the portfolio, ranked #107.

CM Wealth Advisors first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $508K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • CM Wealth Advisors held 4,030 shares of Walmart Inc worth $456K as of Q2 2026.
  • CM Wealth Advisors sold 53 Walmart Inc shares in Q2 2026, an estimated $6.58K.
  • Walmart Inc made up 0.08% of CM Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • CM Wealth Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • CM Wealth Advisors's Walmart Inc position peaked at $508K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.