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
Q1 		$250M Sell
2,028,628
-2,946,834
-59% -$362M 0.36% 57
2025
Q4 		$467M Buy
4,975,462
+3,062,662
+160% +$329M 0.31% 63
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 $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 Private Wealth's WMT Position: Q1 2026 in Review

Corient Private Wealth reduced its Walmart Inc (WMT) stake by 59% in Q1 2026, selling an estimated $362M and leaving 2,028,628 shares worth $250M. The position accounts for 0.36% of the portfolio, ranked #57.

Corient Private Wealth first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $467M in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Corient Private Wealth held 2,028,628 shares of Walmart Inc worth $250M as of Q1 2026.
  • Corient Private Wealth sold 2,946,834 Walmart Inc shares in Q1 2026, an estimated $362M.
  • Walmart Inc made up 0.36% of Corient Private Wealth's portfolio in Q1 2026, its #57 holding.
  • Corient Private Wealth first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Walmart Inc position peaked at $467M in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.