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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
Q2 		$963K Sell
8,663
-188
-2% -$23.3K 0.13% 61
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 $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

McLean Asset Management's WMT Position: Q2 2026 in Review

McLean Asset Management reduced its Walmart Inc (WMT) stake by 2.1% in Q2 2026, selling an estimated $23.3K and leaving 8,663 shares worth $963K. The position accounts for 0.13% of the portfolio, ranked #61.

McLean Asset Management first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.1M in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • McLean Asset Management held 8,663 shares of Walmart Inc worth $963K as of Q2 2026.
  • McLean Asset Management sold 188 Walmart Inc shares in Q2 2026, an estimated $23.3K.
  • Walmart Inc made up 0.13% of McLean Asset Management's portfolio in Q2 2026, its #61 holding.
  • McLean Asset Management first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • McLean Asset Management's Walmart Inc position peaked at $1.1M in Q1 2026.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.