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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
Q2 		$10.7M Buy
94,306
+4,962
+6% +$616K 0.23% 107
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 $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 $3.37T AUM 44.26% 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

CSM Advisors's WMT Position: Q2 2026 in Review

CSM Advisors increased its Walmart Inc (WMT) stake by 5.6% in Q2 2026, buying an estimated $616K and bringing the position to 94,306 shares worth $10.7M. The position accounts for 0.23% of the portfolio, ranked #107.

CSM Advisors first reported a position in WMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $19.1M in Q2 2025. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • CSM Advisors held 94,306 shares of Walmart Inc worth $10.7M as of Q2 2026.
  • CSM Advisors bought 4,962 Walmart Inc shares in Q2 2026, an estimated $616K.
  • Walmart Inc made up 0.23% of CSM Advisors's portfolio in Q2 2026, its #107 holding.
  • CSM Advisors first reported a position in Walmart Inc in Q1 2021 and has held it in 22 quarters since.
  • CSM Advisors's Walmart Inc position peaked at $19.1M in Q2 2025.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.