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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
Q2 		$396K Sell
3,497
-20
-0.6% -$2.48K 0.03% 210
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
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

Crescent Grove Advisors's WMT Position: Q2 2026 in Review

Crescent Grove Advisors reduced its Walmart Inc (WMT) stake by 0.57% in Q2 2026, selling an estimated $2.48K and leaving 3,497 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #210.

Crescent Grove Advisors first reported a position in WMT in Q3 2020 and has held it in 15 quarters since. The position peaked at $503K in Q3 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Crescent Grove Advisors held 3,497 shares of Walmart Inc worth $396K as of Q2 2026.
  • Crescent Grove Advisors sold 20 Walmart Inc shares in Q2 2026, an estimated $2.48K.
  • Walmart Inc made up 0.03% of Crescent Grove Advisors's portfolio in Q2 2026, its #210 holding.
  • Crescent Grove Advisors first reported a position in Walmart Inc in Q3 2020 and has held it in 15 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 Q2 2026.

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