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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caldwell Sutter Capital's WMT Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Walmart Inc (WMT) stake by 1.9% in Q2 2026, selling an estimated $19.9K and leaving 8,056 shares worth $912K. The position accounts for 0.34% of the portfolio, ranked #72.

Caldwell Sutter Capital first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Caldwell Sutter Capital held 8,056 shares of Walmart Inc worth $912K as of Q2 2026.
  • Caldwell Sutter Capital sold 160 Walmart Inc shares in Q2 2026, an estimated $19.9K.
  • Walmart Inc made up 0.34% of Caldwell Sutter Capital's portfolio in Q2 2026, its #72 holding.
  • Caldwell Sutter Capital first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Walmart Inc position peaked at $1.02M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.