Caldwell Sutter Capital
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Caldwell Sutter Capital’s Walmart Inc WMT Stock Holding History

Caldwell Sutter Capital’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 		$832K Sell
8,002
-54
-0.7% -$5.93K 0.31% 79
2026
Q2 		$912K Sell
8,056
-160
-2% -$19.9K 0.34% 72
2026
Q1 		$1.02M Sell
8,216
-111
-1% -$13.6K 0.42% 65
2025
Q4 		$928K Sell
8,327
-548
-6% -$58.8K 0.39% 70
2025
Q3 		$915K Sell
8,875
-366
-4% -$36.4K 0.39% 67
2025
Q2 		$904K Sell
9,241
-43
-0.5% -$4.1K 0.41% 63
2025
Q1 		$815K Sell
9,284
-252
-3% -$23.6K 0.39% 70
2024
Q4 		$862K Buy
9,536
+1,504
+19% +$131K 0.4% 67
2024
Q3 		$649K Sell
8,032
-122
-1% -$8.96K 0.3% 90
2024
Q2 		$552K Sell
8,154
-434
-5% -$27.3K 0.27% 100
2024
Q1 		$517K Sell
8,588
-793
-8% -$45.4K 0.25% 107
2023
Q4 		$493K Buy
9,381
+552
+6% +$29.2K 0.25% 104
2023
Q3 		$471K Buy
8,829
+27
+0.3% +$1.44K 0.26% 104
2023
Q2 		$461K Buy
8,802
+5,034
+134% +$254K 0.24% 102
2023
Q1 		$185K Buy
3,768
+2,268
+151% +$108K 0.14% 133
2022
Q4 		$70.9K Buy
+1,500
New +$71.2K 0.06% 165

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Caldwell Sutter Capital's WMT Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Walmart Inc (WMT) stake by 0.67% in Q3 2026, selling an estimated $5.93K and leaving 8,002 shares worth $832K. The position accounts for 0.31% of the portfolio, ranked #79.

Caldwell Sutter Capital first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Caldwell Sutter Capital held 8,002 shares of Walmart Inc worth $832K as of Q3 2026.
  • Caldwell Sutter Capital sold 54 Walmart Inc shares in Q3 2026, an estimated $5.93K.
  • Walmart Inc made up 0.31% of Caldwell Sutter Capital's portfolio in Q3 2026, its #79 holding.
  • Caldwell Sutter Capital first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
  • Caldwell Sutter Capital's Walmart Inc position peaked at $1.02M in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.