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McClarren Financial Advisors’s Walmart Inc WMT Stock Holding History

McClarren Financial 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
Q3 		$498K Buy
4,789
+9
+0.2% +$988 0.25% 52
2026
Q2 		$541K Buy
4,780
+17
+0.4% +$2.11K 0.28% 49
2026
Q1 		$592K Buy
4,763
+736
+18% +$90.4K 0.35% 46
2025
Q4 		$530K Buy
4,027
+2,656
+194% +$285K 0.32% 47
2025
Q3 		$490K Sell
1,371
-3,373
-71% -$336K 0.3% 47
2025
Q2 		$464K Buy
4,744
+3,423
+259% +$326K 0.3% 48
2025
Q1 		$414K Buy
+1,321
New +$124K 0.27% 50
2024
Q4 		– Sell
-1,218
Closed -$2.2M – 329
2024
Q3 		$2.2M Buy
1,218
+948
+351% +$69.6K 0.28% 29
2024
Q2 		$184K Sell
270
-2,449
-90% -$154K 0.13% 75
2024
Q1 		$164K Buy
2,719
+1,669
+159% +$95.5K 0.12% 79
2023
Q4 		$55K Buy
1,050
+3
+0.3% +$159 0.04% 151
2023
Q3 		$55K Hold
1,047
– – 0.05% 136
2023
Q2 		$54K Buy
1,047
+9
+0.9% +$454 0.04% 149
2023
Q1 		$50K Buy
1,038
+3
+0.3% +$142 0.05% 145
2022
Q4 		$49K Buy
1,035
+9
+0.9% +$427 0.05% 150
2022
Q3 		$44K Buy
+1,026
New +$44.9K 0.04% 142
2022
Q2 		– Sell
-423
Closed -$21K – 292
2022
Q1 		$21K Hold
423
– – 0.02% 173
2021
Q4 		$21K Buy
423
+3
+0.7% +$143 0.01% 189
2021
Q3 		$19K Buy
420
+3
+0.7% +$145 0.01% 169
2021
Q2 		$19K Sell
417
-624
-60% -$29.1K 0.02% 184
2021
Q1 		$47K Buy
1,041
+3
+0.3% +$139 0.04% 111
2020
Q4 		$50K Buy
+1,038
New +$50.4K 0.05% 101

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

McClarren Financial Advisors's WMT Position: Q3 2026 in Review

McClarren Financial Advisors increased its Walmart Inc (WMT) stake by 0.19% in Q3 2026, buying an estimated $988 and bringing the position to 4,789 shares worth $498K. The position accounts for 0.25% of the portfolio, ranked #52.

McClarren Financial Advisors first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.2M in Q3 2024. 644 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • McClarren Financial Advisors held 4,789 shares of Walmart Inc worth $498K as of Q3 2026.
  • McClarren Financial Advisors bought 9 Walmart Inc shares in Q3 2026, an estimated $988.
  • Walmart Inc made up 0.25% of McClarren Financial Advisors's portfolio in Q3 2026, its #52 holding.
  • McClarren Financial Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's Walmart Inc position peaked at $2.2M in Q3 2024.
  • 644 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.