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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
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
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

Cahill Financial Advisors's WMT Position: Q1 2026 in Review

Cahill Financial Advisors held its Walmart Inc (WMT) position steady in Q1 2026 at 3,074 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #207.

Cahill Financial Advisors first reported a position in WMT in Q3 2021 and has held it in 10 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Cahill Financial Advisors held 3,074 shares of Walmart Inc worth $382K as of Q1 2026.
  • Cahill Financial Advisors left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.04% of Cahill Financial Advisors's portfolio in Q1 2026, its #207 holding.
  • Cahill Financial Advisors first reported a position in Walmart Inc in Q3 2021 and has held it in 10 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.