Crescent Grove Advisors’s Walmart Inc WMT Stock Holding History

Crescent Grove 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 Q1	$438K	Buy	3,517 +1	+0%	+$123	0.04%	192
2025 Q4	$393K	Sell	3,516 -1,360	-28%	-$146K	0.04%	204
2025 Q3	$503K	Buy	4,876 +1,361	+39%	+$135K	0.05%	169
2025 Q2	$344K	Buy	3,515 +947	+37%	+$90.2K	0.03%	200
2025 Q1	$226K	Buy	2,568 +1	+0%	+$94	0.02%	246
2024 Q4	$232K	Sell	2,567 -973	-27%	-$84.4K	0.02%	252
2024 Q3	$286K	Buy	3,540 +1	+0%	+$73	0.03%	224
2024 Q2	$240K	Buy	+3,539	New	+$223K	0.03%	246
2022 Q1	–	Sell	-6,603	Closed	-$320K	–	315
2021 Q4	$320K	Sell	6,603 -2,031	-24%	-$97K	0.03%	223
2021 Q3	$401K	Buy	8,634 +351	+4%	+$16.9K	0.04%	178
2021 Q2	$389K	Sell	8,283 -1,320	-14%	-$61.5K	0.04%	169
2021 Q1	$437K	Buy	9,603 +4,155	+76%	+$192K	0.05%	138
2020 Q4	$263K	Hold	5,448	–	–	0.03%	154
2020 Q3	$254K	Buy	+5,448	New	+$242K	0.05%	143

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Crescent Grove Advisors's WMT Position: Q1 2026 in Review

Crescent Grove Advisors increased its Walmart Inc (WMT) stake by 0.03% in Q1 2026, buying an estimated $123 and bringing the position to 3,517 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #192.

Crescent Grove Advisors first reported a position in WMT in Q3 2020 and has held it in 14 quarters since. The position peaked at $503K in Q3 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Crescent Grove Advisors held 3,517 shares of Walmart Inc worth $438K as of Q1 2026.
Crescent Grove Advisors bought 1 Walmart Inc share in Q1 2026, an estimated $123.
Walmart Inc made up 0.04% of Crescent Grove Advisors's portfolio in Q1 2026, its #192 holding.
Crescent Grove Advisors first reported a position in Walmart Inc in Q3 2020 and has held it in 14 quarters since.
Crescent Grove Advisors's Walmart Inc position peaked at $503K in Q3 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.