Corient Private Wealth
WMT icon

Corient Private Wealth’s Walmart Inc WMT Stock Holding History

Corient Private Wealth’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 		$185M Sell
1,636,955
-391,673
-19% -$48.6M 0.26% 72
2026
Q1 		$250M Sell
2,028,628
-100,344
-5% -$12.3M 0.36% 57
2025
Q4 		$237M Buy
2,128,972
+216,172
+11% +$23.2M 0.32% 61
2025
Q3 		$194M Sell
1,912,800
-144,798
-7% -$14.4M 0.31% 66
2025
Q2 		$201M Sell
2,057,598
-10,160
-0.5% -$968K 0.27% 67
2025
Q1 		$182M Sell
2,067,758
-207,034
-9% -$19.4M 0.3% 68
2024
Q4 		$203M Sell
2,274,792
-227,329
-9% -$19.7M 0.34% 62
2024
Q3 		$202M Buy
2,502,121
+263,382
+12% +$19.3M 0.32% 61
2024
Q2 		$152M Buy
2,238,739
+55,921
+3% +$3.52M 0.26% 81
2024
Q1 		$131M Sell
2,182,818
-4,545
-0.2% -$260K 0.23% 100
2023
Q4 		$115M Sell
2,187,363
-132,387
-6% -$7M 0.21% 113
2023
Q3 		$124M Sell
2,319,750
-4,341
-0.2% -$231K 0.28% 82
2023
Q2 		$122M Buy
2,324,091
+224,928
+11% +$11.3M 0.28% 85
2023
Q1 		$103M Buy
2,099,163
+506,607
+32% +$24M 0.28% 92
2022
Q4 		$75.3M Buy
+1,592,556
New +$75.6M 0.27% 93

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 $3.37T AUM 44.26% 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

Corient Private Wealth's WMT Position: Q2 2026 in Review

Corient Private Wealth reduced its Walmart Inc (WMT) stake by 19% in Q2 2026, selling an estimated $48.6M and leaving 1,636,955 shares worth $185M. The position accounts for 0.26% of the portfolio, ranked #72.

Corient Private Wealth first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $250M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Corient Private Wealth held 1,636,955 shares of Walmart Inc worth $185M as of Q2 2026.
  • Corient Private Wealth sold 391,673 Walmart Inc shares in Q2 2026, an estimated $48.6M.
  • Walmart Inc made up 0.26% of Corient Private Wealth's portfolio in Q2 2026, its #72 holding.
  • Corient Private Wealth first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Walmart Inc position peaked at $250M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.