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Cahill Wealth Management’s Walmart Inc WMT Stock Holding History

Cahill Wealth Management’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
2025
Q1 		$237K Sell
2,705
-474
-15% -$44.5K 0.12% 47
2024
Q4 		$287K Buy
3,179
+50
+2% +$4.34K 0.15% 45
2024
Q3 		$253K Buy
+3,129
New +$230K 0.13% 46

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cahill Wealth Management's WMT Position: Q1 2025 in Review

Cahill Wealth Management reduced its Walmart Inc (WMT) stake by 15% in Q1 2025, selling an estimated $44.5K and leaving 2,705 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #47.

Cahill Wealth Management first reported a position in WMT in Q3 2024 and has held it in 3 quarters since. The position peaked at $287K in Q4 2024. 3,876 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Cahill Wealth Management held 2,705 shares of Walmart Inc worth $237K as of Q1 2025.
  • Cahill Wealth Management sold 474 Walmart Inc shares in Q1 2025, an estimated $44.5K.
  • Walmart Inc made up 0.12% of Cahill Wealth Management's portfolio in Q1 2025, its #47 holding.
  • Cahill Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 3 quarters since.
  • Cahill Wealth Management's Walmart Inc position peaked at $287K in Q4 2024.
  • 3,876 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.