Ceredex Value Advisors Boosts Walmart Stake by 66%

Investment firm increases holding in retail giant to nearly $49 million

Published on Mar. 10, 2026

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Ceredex Value Advisors LLC raised its position in shares of Walmart Inc. (NASDAQ:WMT) by 66.0% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund now owns 474,619 shares of the retailer's stock, worth approximately $48.9 million.

Why it matters

Walmart is one of the world's largest retailers, and institutional investors closely watch changes in major shareholders' positions. Ceredex's increased stake suggests the firm sees value in Walmart's stock and expects the company to perform well going forward.

The details

Ceredex Value Advisors acquired an additional 188,707 shares of Walmart during the third quarter, bringing its total holding to 474,619 shares. This represents about 1.1% of Ceredex's overall investment portfolio, making Walmart the firm's 23rd largest position.

  • Ceredex increased its Walmart stake during the third quarter of 2026.

The players

Ceredex Value Advisors LLC

An investment management firm that focuses on value-oriented equity strategies.

Walmart Inc.

A multinational retail corporation that operates a chain of hypermarkets, discount department stores, and grocery stores.

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The takeaway

Ceredex's increased stake in Walmart suggests the firm sees long-term growth potential in the retail giant, even as the company navigates a competitive and evolving industry landscape.