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CWC Advisors’s Walmart Inc WMT Stock Holding History

CWC 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 		$742K Sell
6,554
-302
-4% -$37.5K 0.33% 73
2026
Q1 		$852K Sell
6,856
-40
-0.6% -$4.91K 0.41% 60
2025
Q4 		$768K Sell
6,896
-487
-7% -$52.3K 0.37% 62
2025
Q3 		$761K Sell
7,383
-80
-1% -$7.96K 0.37% 62
2025
Q2 		$730K Sell
7,463
-67
-0.9% -$6.38K 0.38% 60
2025
Q1 		$661K Sell
7,530
-233
-3% -$21.9K 0.38% 63
2024
Q4 		$701K Sell
7,763
-192
-2% -$16.7K 0.7% 38
2024
Q3 		$642K Buy
+7,955
New +$584K 0.63% 48

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

CWC Advisors's WMT Position: Q2 2026 in Review

CWC Advisors reduced its Walmart Inc (WMT) stake by 4.4% in Q2 2026, selling an estimated $37.5K and leaving 6,554 shares worth $742K. The position accounts for 0.33% of the portfolio, ranked #73.

CWC Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $852K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • CWC Advisors held 6,554 shares of Walmart Inc worth $742K as of Q2 2026.
  • CWC Advisors sold 302 Walmart Inc shares in Q2 2026, an estimated $37.5K.
  • Walmart Inc made up 0.33% of CWC Advisors's portfolio in Q2 2026, its #73 holding.
  • CWC Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's Walmart Inc position peaked at $852K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.