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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CWC Advisors's WMT Position: Q1 2026 in Review

CWC Advisors reduced its Walmart Inc (WMT) stake by 0.58% in Q1 2026, selling an estimated $4.91K and leaving 6,856 shares worth $852K. The position accounts for 0.41% of the portfolio, ranked #60.

CWC Advisors first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

CWC Advisors held 6,856 shares of Walmart Inc worth $852K as of Q1 2026.
CWC Advisors sold 40 Walmart Inc shares in Q1 2026, an estimated $4.91K.
Walmart Inc made up 0.41% of CWC Advisors's portfolio in Q1 2026, its #60 holding.
CWC Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.