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CSM Advisors’s Walmart Inc WMT Stock Holding History

CSM 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 		$11.1M Buy
89,344
+70,785
+381% +$8.69M 0.27% 94
2025
Q4 		$2.07M Sell
18,559
-12,820
-41% -$1.38M 0.06% 277
2025
Q3 		$3.23M Sell
31,379
-164,251
-84% -$16.4M 0.09% 252
2025
Q2 		$19.1M Buy
195,630
+3,175
+2% +$303K 0.56% 53
2025
Q1 		$16.9M Sell
192,455
-4,040
-2% -$379K 0.92% 26
2024
Q4 		$17.8M Sell
196,495
-4,920
-2% -$427K 0.83% 28
2024
Q3 		$16.3M Sell
201,415
-17,628
-8% -$1.29M 1.06% 29
2024
Q2 		$14.8M Sell
219,043
-3,410
-2% -$215K 1.05% 26
2024
Q1 		$13.4M Sell
222,453
-2,040
-0.9% -$117K 0.88% 31
2023
Q4 		$11.8M Sell
224,493
-2,460
-1% -$130K 0.85% 29
2023
Q3 		$12.1M Sell
226,953
-7,395
-3% -$394K 1.05% 22
2023
Q2 		$12.3M Sell
234,348
-6,225
-3% -$314K 0.93% 27
2023
Q1 		$11.8M Sell
240,573
-3,630
-1% -$172K 1.02% 24
2022
Q4 		$11.5M Buy
244,203
+2,400
+1% +$114K 1.1% 24
2022
Q3 		$10.5M Sell
241,803
-22,665
-9% -$993K 1.14% 18
2022
Q2 		$10.7M Buy
264,468
+390
+0.1% +$18K 0.98% 25
2022
Q1 		$13.1M Sell
264,078
-46,320
-15% -$2.17M 0.9% 30
2021
Q4 		$15M Sell
310,398
-11,325
-4% -$541K 0.99% 27
2021
Q3 		$14.9M Buy
321,723
+3,000
+0.9% +$145K 1.1% 24
2021
Q2 		$15M Sell
318,723
-11,571
-4% -$539K 0.99% 28
2021
Q1 		$15M Buy
+330,294
New +$15.3M 2.1% 14

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

CSM Advisors's WMT Position: Q1 2026 in Review

CSM Advisors increased its Walmart Inc (WMT) stake by 381% in Q1 2026, buying an estimated $8.69M and bringing the position to 89,344 shares worth $11.1M. The position accounts for 0.27% of the portfolio, ranked #94.

CSM Advisors first reported a position in WMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $19.1M in Q2 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • CSM Advisors held 89,344 shares of Walmart Inc worth $11.1M as of Q1 2026.
  • CSM Advisors bought 70,785 Walmart Inc shares in Q1 2026, an estimated $8.69M.
  • Walmart Inc made up 0.27% of CSM Advisors's portfolio in Q1 2026, its #94 holding.
  • CSM Advisors first reported a position in Walmart Inc in Q1 2021 and has held it in 21 quarters since.
  • CSM Advisors's Walmart Inc position peaked at $19.1M in Q2 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.