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Cresset Asset Management’s Walmart Inc WMT Stock Holding History

Cresset Asset Management’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
2023
Q3 		– Sell
-5,760,000
Closed -$302M – 1994
2023
Q2 		$302M Buy
+5,760,000
New +$291M 0.37% 19

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

Cresset Asset Management's WMT Position: Q1 2026 in Review

Cresset Asset Management reduced its Walmart Inc (WMT) stake by 10% in Q1 2026, selling an estimated $8.7M and leaving 618,758 shares worth $77.1M. The position accounts for 0.33% of the portfolio, ranked #50.

Cresset Asset Management first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $90.5M in Q3 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Cresset Asset Management held 618,758 shares of Walmart Inc worth $77.1M as of Q1 2026.
  • Cresset Asset Management sold 70,850 Walmart Inc shares in Q1 2026, an estimated $8.7M.
  • Walmart Inc made up 0.33% of Cresset Asset Management's portfolio in Q1 2026, its #50 holding.
  • Cresset Asset Management first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Walmart Inc position peaked at $90.5M in Q3 2024.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.