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Crestwood Advisors Group’s Walmart Inc WMT Stock Holding History

Crestwood Advisors Group’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 		$9M Buy
72,390
+4,850
+7% +$595K 0.15% 111
2025
Q4 		$7.52M Buy
67,540
+6,718
+11% +$721K 0.13% 118
2025
Q3 		$6.27M Buy
60,822
+3,966
+7% +$395K 0.11% 125
2025
Q2 		$5.56M Buy
56,856
+1,882
+3% +$179K 0.1% 125
2025
Q1 		$4.83M Buy
54,974
+8,675
+19% +$814K 0.09% 130
2024
Q4 		$4.18M Buy
46,299
+12,298
+36% +$1.07M 0.08% 137
2024
Q3 		$2.75M Buy
34,001
+3,231
+11% +$237K 0.05% 158
2024
Q2 		$2.08M Buy
30,770
+2,095
+7% +$132K 0.04% 171
2024
Q1 		$1.73M Sell
28,675
-1,658
-5% -$94.9K 0.04% 180
2023
Q4 		$1.59M Buy
30,333
+2,091
+7% +$111K 0.04% 176
2023
Q3 		$1.51M Buy
28,242
+6,618
+31% +$352K 0.04% 171
2023
Q2 		$1.13M Buy
21,624
+9,201
+74% +$464K 0.04% 133
2023
Q1 		$611K Buy
12,423
+282
+2% +$13.4K 0.02% 172
2022
Q4 		$574K Sell
12,141
-675
-5% -$32.1K 0.02% 176
2022
Q3 		$554K Sell
12,816
-885
-6% -$38.8K 0.02% 184
2022
Q2 		$555K Sell
13,701
-1,539
-10% -$71K 0.02% 184
2022
Q1 		$756K Buy
15,240
+753
+5% +$35.4K 0.02% 181
2021
Q4 		$699K Buy
14,487
+1,200
+9% +$57.3K 0.02% 185
2021
Q3 		$617K Sell
13,287
-360
-3% -$17.3K 0.02% 183
2021
Q2 		$642K Sell
13,647
-573
-4% -$26.7K 0.02% 183
2021
Q1 		$644K Sell
14,220
-1,395
-9% -$64.6K 0.02% 177
2020
Q4 		$750K Sell
15,615
-150
-1% -$7.28K 0.02% 163
2020
Q3 		$735K Buy
15,765
+2,130
+16% +$94.7K 0.03% 144
2020
Q2 		$544K Buy
13,635
+990
+8% +$40.7K 0.02% 159
2020
Q1 		$479K Buy
12,645
+4,518
+56% +$174K 0.02% 153
2019
Q4 		$322K Buy
8,127
+2,850
+54% +$113K 0.01% 204
2019
Q3 		$209K Buy
+5,277
New +$199K 0.01% 235
2018
Q2 		– Sell
-8,118
Closed -$241K – 189
2018
Q1 		$241K Hold
8,118
– – 0.02% 149
2017
Q4 		$267K Buy
+8,118
New +$248K 0.02% 148
2017
Q2 		– Sell
-22,707
Closed -$572K – 437
2017
Q1 		$572K Buy
22,707
+600
+3% +$13.8K 0.05% 91
2016
Q4 		$509K Sell
22,107
-3,000
-12% -$70K 0.05% 97
2016
Q3 		$604K Sell
25,107
-1,242
-5% -$30.1K 0.07% 72
2016
Q2 		$641K Buy
26,349
+1,785
+7% +$41.3K 0.08% 71
2016
Q1 		$561K Sell
24,564
-4,860
-17% -$107K 0.07% 83
2015
Q4 		$601K Sell
29,424
-412,311
-93% -$8.27M 0.07% 88
2015
Q3 		$9.55M Buy
441,735
+45,393
+11% +$1.04M 1.24% 38
2015
Q2 		$9.37M Buy
396,342
+13,638
+4% +$348K 1.25% 40
2015
Q1 		$10.5M Buy
382,704
+20,289
+6% +$576K 1.5% 36
2014
Q4 		$10.4M Buy
362,415
+12,771
+4% +$345K 1.56% 32
2014
Q3 		$8.91M Sell
349,644
-8,682
-2% -$219K 1.4% 37
2014
Q2 		$8.97M Buy
358,326
+16,557
+5% +$425K 1.43% 36
2014
Q1 		$8.71M Buy
341,769
+17,412
+5% +$437K 1.42% 33
2013
Q4 		$8.51M Buy
324,357
+693
+0.2% +$17.9K 1.36% 32
2013
Q3 		$7.98M Buy
323,664
+4,176
+1% +$105K 1.4% 30
2013
Q2 		$7.93M Buy
+319,488
New +$8.19M 1.47% 26

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

Crestwood Advisors Group's WMT Position: Q1 2026 in Review

Crestwood Advisors Group increased its Walmart Inc (WMT) stake by 7.2% in Q1 2026, buying an estimated $595K and bringing the position to 72,390 shares worth $9M. The position accounts for 0.15% of the portfolio, ranked #111.

Crestwood Advisors Group first reported a position in WMT in Q2 2013 and has held it in 45 quarters since. The position peaked at $10.5M in Q1 2015. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Crestwood Advisors Group held 72,390 shares of Walmart Inc worth $9M as of Q1 2026.
  • Crestwood Advisors Group bought 4,850 Walmart Inc shares in Q1 2026, an estimated $595K.
  • Walmart Inc made up 0.15% of Crestwood Advisors Group's portfolio in Q1 2026, its #111 holding.
  • Crestwood Advisors Group first reported a position in Walmart Inc in Q2 2013 and has held it in 45 quarters since.
  • Crestwood Advisors Group's Walmart Inc position peaked at $10.5M in Q1 2015.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.