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Corient IA’s Walmart Inc WMT Stock Holding History

Corient IA’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 		$1.49M Sell
12,000
-1,500
-11% -$184K 1.4% 7
2025
Q4 		$1.5M Hold
13,500
– – 1.41% 7
2025
Q3 		$1.39M Hold
13,500
– – 1.04% 11
2025
Q2 		$1.32M Hold
13,500
– – 0.78% 17
2025
Q1 		$1.19M Buy
+13,500
New +$1.27M 0.84% 13

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient IA's WMT Position: Q1 2026 in Review

Corient IA reduced its Walmart Inc (WMT) stake by 11% in Q1 2026, selling an estimated $184K and leaving 12,000 shares worth $1.49M. The position accounts for 1.4% of the portfolio, ranked #7.

Corient IA first reported a position in WMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.5M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Corient IA held 12,000 shares of Walmart Inc worth $1.49M as of Q1 2026.
  • Corient IA sold 1,500 Walmart Inc shares in Q1 2026, an estimated $184K.
  • Walmart Inc made up 1.4% of Corient IA's portfolio in Q1 2026, its #7 holding.
  • Corient IA first reported a position in Walmart Inc in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Walmart Inc position peaked at $1.5M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.