SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / WMT

Clifford Swan Investment Counsel LLC’s Walmart Inc Position

Does Clifford Swan Investment Counsel LLC own Walmart Inc (WMT)? Yes — 145.5K shares worth $18M (+0.62% of its 13F portfolio) as of Q1 2026, down from 152.5K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
145.5K
% of Portfolio
+0.62%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $11MQ4 ’19: $11MQ4 ’19Q1 ’20: $10MQ2 ’20: $10MQ3 ’20: $12MQ4 ’20: $11MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $9MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ3 ’23: $10MQ4 ’23: $9MQ4 ’23Q1 ’24: $10MQ2 ’24: $11MQ3 ’24: $14MQ4 ’24: $15MQ4 ’24Q1 ’25: $14MQ2 ’25: $15MQ3 ’25: $16MQ4 ’25: $17MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026145.5K$18M+0.62%
Q4 2025152.5K$17M+0.56%
Q3 2025153.7K$16M+0.53%
Q2 2025154.7K$15M+0.53%
Q1 2025160.0K$14M+0.52%
Q4 2024160.9K$15M+0.52%
Q3 2024168.3K$14M+0.48%
Q2 2024169.3K$11M+0.43%
Q1 2024170.4K$10M+0.38%
Q4 202360.1K$9M+0.37%
Q3 202360.8K$10M+0.41%
Q2 202361.3K$10M+0.39%
Q1 202363.2K$9M+0.39%
Q4 202263.2K$9M+0.39%
Q3 202265.1K$8M+0.40%
Q2 202265.9K$8M+0.35%
Q1 202266.6K$10M+0.37%
Q4 202170.3K$10M+0.36%
Q3 202169.5K$10M+0.38%
Q2 202168.8K$10M+0.37%
Q1 202171.9K$10M+0.40%
Q4 202075.9K$11M+0.48%
Q3 202082.8K$12M+0.56%
Q2 202082.8K$10M+0.51%
Q1 202087.5K$10M+0.60%
Q4 201990.8K$11M+0.52%
Q3 201990.1K$11M+0.56%
Q2 201991.1K$10M+0.53%
Q1 201992.0K$9M+0.48%
Q4 201898.0K$9M+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of WMT.