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McLean Asset Management’s Walmart Inc WMT Stock Holding History

McLean Asset Management’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 		$1.1M Buy
8,851
+43
+0.5% +$5.28K 0.19% 53
2025
Q4 		$1.06M Buy
8,808
+15
+0.2% +$1.61K 0.19% 52
2025
Q3 		$903K Buy
8,793
+278
+3% +$27.7K 0.19% 57
2025
Q2 		$831K Buy
8,515
+329
+4% +$31.3K 0.22% 55
2025
Q1 		$670K Sell
8,186
-553
-6% -$51.9K 0.22% 59
2024
Q4 		$790K Buy
8,739
+908
+12% +$78.8K 0.24% 57
2024
Q3 		$634K Buy
7,831
+26
+0.3% +$1.91K 0.19% 69
2024
Q2 		$550K Buy
7,805
+217
+3% +$13.7K 0.18% 69
2024
Q1 		$454K Buy
7,588
+37
+0.5% +$2.12K 0.16% 79
2023
Q4 		$394K Hold
7,551
– – 0.15% 78
2023
Q3 		$397K Buy
7,551
+15
+0.2% +$798 0.16% 74
2023
Q2 		$395K Buy
7,536
+57
+0.8% +$2.88K 0.15% 79
2023
Q1 		$368K Sell
7,479
-618
-8% -$29.3K 0.15% 82
2022
Q4 		$383K Buy
8,097
+261
+3% +$12.4K 0.13% 86
2022
Q3 		$336K Buy
7,836
+96
+1% +$4.21K 0.13% 82
2022
Q2 		$323K Buy
7,740
+171
+2% +$7.89K 0.13% 84
2022
Q1 		$376K Buy
7,569
+219
+3% +$10.3K 0.28% 70
2021
Q4 		$351K Sell
7,350
-30
-0.4% -$1.43K 0.14% 78
2021
Q3 		$366K Buy
7,380
+405
+6% +$19.5K 0.14% 79
2021
Q2 		$329K Buy
6,975
+84
+1% +$3.91K 0.15% 70
2021
Q1 		$318K Sell
6,891
-501
-7% -$23.2K 0.25% 64
2020
Q4 		$355K Buy
+7,392
New +$359K 0.31% 51

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McLean Asset Management's WMT Position: Q1 2026 in Review

McLean Asset Management increased its Walmart Inc (WMT) stake by 0.49% in Q1 2026, buying an estimated $5.28K and bringing the position to 8,851 shares worth $1.1M. The position accounts for 0.19% of the portfolio, ranked #53.

McLean Asset Management first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • McLean Asset Management held 8,851 shares of Walmart Inc worth $1.1M as of Q1 2026.
  • McLean Asset Management bought 43 Walmart Inc shares in Q1 2026, an estimated $5.28K.
  • Walmart Inc made up 0.19% of McLean Asset Management's portfolio in Q1 2026, its #53 holding.
  • McLean Asset Management first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.