Cahill Financial Advisors’s Walmart Inc WMT Stock Holding History

Cahill Financial 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	$348K	Buy	3,075 +1	+0%	+$124	0.03%	229
2026 Q1	$382K	Hold	3,074	–	–	0.04%	207
2025 Q4	$342K	Buy	3,074 +435	+16%	+$46.7K	0.04%	222
2025 Q3	$272K	Buy	2,639 +33	+1%	+$3.29K	0.03%	249
2025 Q2	$255K	Sell	2,606 -86	-3%	-$8.19K	0.03%	246
2025 Q1	$236K	Buy	2,692 +88	+3%	+$8.26K	0.03%	237
2024 Q4	$235K	Sell	2,604 -1,077	-29%	-$93.5K	0.03%	240
2024 Q3	$297K	Buy	3,681 +150	+4%	+$11K	0.04%	211
2024 Q2	$239K	Buy	3,531 +162	+5%	+$10.2K	0.03%	240
2024 Q1	$203K	Buy	+3,369	New	+$193K	0.03%	254
2021 Q4	–	Sell	-2,454	Closed	-$114K	–	790
2021 Q3	$114K	Buy	+2,454	New	+$118K	0.02%	259

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cahill Financial Advisors's WMT Position: Q2 2026 in Review

Cahill Financial Advisors increased its Walmart Inc (WMT) stake by 0.03% in Q2 2026, buying an estimated $124 and bringing the position to 3,075 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #229.

Cahill Financial Advisors first reported a position in WMT in Q3 2021 and has held it in 11 quarters since. The position peaked at $382K in Q1 2026. 4,422 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Cahill Financial Advisors held 3,075 shares of Walmart Inc worth $348K as of Q2 2026.
Cahill Financial Advisors bought 1 Walmart Inc share in Q2 2026, an estimated $124.
Walmart Inc made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #229 holding.
Cahill Financial Advisors first reported a position in Walmart Inc in Q3 2021 and has held it in 11 quarters since.
Cahill Financial Advisors's Walmart Inc position peaked at $382K in Q1 2026.
4,422 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.