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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
Q2 		$20.8M Buy
183,286
+1,578
+0.9% +$196K 0.41% 43
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
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 $3.38T AUM 44.17% 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

Callan Family Office's WMT Position: Q2 2026 in Review

Callan Family Office increased its Walmart Inc (WMT) stake by 0.87% in Q2 2026, buying an estimated $196K and bringing the position to 183,286 shares worth $20.8M. The position accounts for 0.41% of the portfolio, ranked #43.

Callan Family Office first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.6M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Callan Family Office held 183,286 shares of Walmart Inc worth $20.8M as of Q2 2026.
  • Callan Family Office bought 1,578 Walmart Inc shares in Q2 2026, an estimated $196K.
  • Walmart Inc made up 0.41% of Callan Family Office's portfolio in Q2 2026, its #43 holding.
  • Callan Family Office first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Walmart Inc position peaked at $22.6M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.