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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
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

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

Caldwell Sutter Capital's WMT Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $13.6K and leaving 8,216 shares worth $1.02M. The position accounts for 0.42% of the portfolio, ranked #65.

Caldwell Sutter Capital first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Caldwell Sutter Capital held 8,216 shares of Walmart Inc worth $1.02M as of Q1 2026.
  • Caldwell Sutter Capital sold 111 Walmart Inc shares in Q1 2026, an estimated $13.6K.
  • Walmart Inc made up 0.42% of Caldwell Sutter Capital's portfolio in Q1 2026, its #65 holding.
  • Caldwell Sutter Capital first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.