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Caerus Investment Advisors’s Walmart Inc WMT Stock Holding History

Caerus Investment 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
Q1 		$1.36M Sell
10,920
-2,368
-18% -$291K 0.56% 33
2025
Q4 		$1.48M Buy
13,288
+3,567
+37% +$383K 0.48% 32
2025
Q3 		$1M Buy
+9,721
New +$968K 0.41% 39

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caerus Investment Advisors's WMT Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Walmart Inc (WMT) stake by 18% in Q1 2026, selling an estimated $291K and leaving 10,920 shares worth $1.36M. The position accounts for 0.56% of the portfolio, ranked #33.

Caerus Investment Advisors first reported a position in WMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.48M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Caerus Investment Advisors held 10,920 shares of Walmart Inc worth $1.36M as of Q1 2026.
  • Caerus Investment Advisors sold 2,368 Walmart Inc shares in Q1 2026, an estimated $291K.
  • Walmart Inc made up 0.56% of Caerus Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • Caerus Investment Advisors first reported a position in Walmart Inc in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Walmart Inc position peaked at $1.48M in Q4 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.