Schear Investment Advisers’s Walmart Inc WMT Stock Holding History

Schear Investment Advisers’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	$2.88M	Buy	23,190 +215	+0.9%	+$26.4K	1.27%	25
2025 Q4	$2.56M	Buy	22,975 +7,798	+51%	+$837K	1.1%	29
2025 Q3	$1.56M	Buy	15,177 +388	+3%	+$38.6K	0.7%	47
2025 Q2	$1.45M	Buy	14,789 +407	+3%	+$38.8K	0.72%	51
2025 Q1	$1.26M	Buy	14,382 +1,646	+13%	+$154K	0.73%	49
2024 Q4	$1.15M	Buy	12,736 +868	+7%	+$75.3K	0.61%	51
2024 Q3	$958K	Buy	11,868 +872	+8%	+$64K	0.59%	55
2024 Q2	$745K	Buy	10,996 +1,636	+17%	+$103K	0.54%	60
2024 Q1	$563K	Buy	9,360 +1,932	+26%	+$111K	0.45%	67
2023 Q4	$390K	Buy	7,428 +258	+4%	+$13.7K	0.38%	61
2023 Q3	$382K	Hold	7,170	–	–	0.41%	65
2023 Q2	$376K	Buy	+7,170	New	+$362K	0.4%	67

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

Schear Investment Advisers's WMT Position: Q1 2026 in Review

Schear Investment Advisers increased its Walmart Inc (WMT) stake by 0.94% in Q1 2026, buying an estimated $26.4K and bringing the position to 23,190 shares worth $2.88M. The position accounts for 1.27% of the portfolio, ranked #25.

Schear Investment Advisers first reported a position in WMT in Q2 2023 and has held it in 12 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Schear Investment Advisers held 23,190 shares of Walmart Inc worth $2.88M as of Q1 2026.
Schear Investment Advisers bought 215 Walmart Inc shares in Q1 2026, an estimated $26.4K.
Walmart Inc made up 1.27% of Schear Investment Advisers's portfolio in Q1 2026, its #25 holding.
Schear Investment Advisers first reported a position in Walmart Inc in Q2 2023 and has held it in 12 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.