WMT WALMART INCORPORATED

Ownership history in Clarus Group, Inc.  ·  20 quarters on record

This page tracks every 13F SEC filing in which Clarus Group, Inc. reported a position in WALMART INCORPORATED (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.62% (2024 Q3)
Avg. % of fund
0.42%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,820 -463 -3.2% 0.55% $1.5M $111.18
2025 Q3 ADDED 14,283 +587 +4.3% 0.51% $1.5M $102.64
2025 Q2 ADDED 13,696 +448 +3.4% 0.49% $1.3M $97.15
2025 Q1 REDUCED 13,248 -784 -5.6% 0.45% $1.2M $87.02
2024 Q4 REDUCED 14,032 -4,190 -23.0% 0.45% $1.3M $89.31
2024 Q3 ADDED 18,222 +1,566 +9.4% 0.62% $1.5M $79.64
2024 Q2 ADDED 16,656 +4,617 +38.4% 0.50% $1.1M $66.59
2024 Q1 ADDED 12,039 +7,701 +177.5% 0.51% $724K $58.97
2023 Q4 REDUCED 4,338 -250 -5.4% 0.52% $684K $51.33
2023 Q3 ADDED 4,588 +504 +12.3% 0.53% $734K $51.88
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% of Fund (quarterly)    WMT price (monthly, adj. close)
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