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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
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

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

McClarren Financial Advisors's WMT Position: Q2 2026 in Review

McClarren Financial Advisors increased its Walmart Inc (WMT) stake by 0.36% in Q2 2026, buying an estimated $2.11K and bringing the position to 4,780 shares worth $541K. The position accounts for 0.28% of the portfolio, ranked #49.

McClarren Financial Advisors first reported a position in WMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.2M in Q3 2024. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • McClarren Financial Advisors held 4,780 shares of Walmart Inc worth $541K as of Q2 2026.
  • McClarren Financial Advisors bought 17 Walmart Inc shares in Q2 2026, an estimated $2.11K.
  • Walmart Inc made up 0.28% of McClarren Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • McClarren Financial Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 21 quarters since.
  • McClarren Financial Advisors's Walmart Inc position peaked at $2.2M in Q3 2024.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.