Cache Advisors
WMT icon

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
Q3 		$1.35M Buy
12,960
+8,070
+165% +$886K 0.08% 72
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Churchill Financial Advisors
Churchill Financial Advisors Louisville, Kentucky $511M AUM 22.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Cache Advisors's WMT Position: Q3 2026 in Review

Cache Advisors increased its Walmart Inc (WMT) stake by 165% in Q3 2026, buying an estimated $886K and bringing the position to 12,960 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #72.

Cache Advisors first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. 1,189 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Cache Advisors held 12,960 shares of Walmart Inc worth $1.35M as of Q3 2026.
  • Cache Advisors bought 8,070 Walmart Inc shares in Q3 2026, an estimated $886K.
  • Walmart Inc made up 0.08% of Cache Advisors's portfolio in Q3 2026, its #72 holding.
  • Cache Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.