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Cache Advisors’s Walmart Inc WMT Stock Holding History

Cache Advisors’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 		$554K Hold
4,890
– – 0.05% 100
2026
Q1 		$604K Hold
4,890
– – 0.07% 74
2025
Q4 		$545K Buy
+4,890
New +$525K 0.07% 78

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Cache Advisors's WMT Position: Q2 2026 in Review

Cache Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 4,890 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #100.

Cache Advisors first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $604K in Q1 2026. 1,194 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cache Advisors held 4,890 shares of Walmart Inc worth $554K as of Q2 2026.
  • Cache Advisors left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.05% of Cache Advisors's portfolio in Q2 2026, its #100 holding.
  • Cache Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Cache Advisors's Walmart Inc position peaked at $604K in Q1 2026.
  • 1,194 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.