Callan Family Office’s Walmart Inc WMT Stock Holding History

Callan Family Office’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	$22.6M	Buy	181,708 +4,768	+3%	+$585K	0.51%	30
2025 Q4	$19.7M	Buy	176,940 +25,664	+17%	+$2.76M	0.42%	41
2025 Q3	$15.6M	Sell	151,276 -14,396	-9%	-$1.43M	0.5%	35
2025 Q2	$16.2M	Buy	165,672 +94,648	+133%	+$9.02M	0.51%	33
2025 Q1	$6.24M	Sell	71,024 -24,928	-26%	-$2.34M	0.47%	45
2024 Q4	$8.67M	Buy	+95,952	New	+$8.33M	0.55%	32

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Callan Family Office's WMT Position: Q1 2026 in Review

Callan Family Office increased its Walmart Inc (WMT) stake by 2.7% in Q1 2026, buying an estimated $585K and bringing the position to 181,708 shares worth $22.6M. The position accounts for 0.51% of the portfolio, ranked #30.

Callan Family Office first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Callan Family Office held 181,708 shares of Walmart Inc worth $22.6M as of Q1 2026.
Callan Family Office bought 4,768 Walmart Inc shares in Q1 2026, an estimated $585K.
Walmart Inc made up 0.51% of Callan Family Office's portfolio in Q1 2026, its #30 holding.
Callan Family Office first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.