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Cardiff Park Advisors’s Walmart Inc WMT Stock Holding History

Cardiff Park Advisors’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 		$1.28M Sell
10,322
-37
-0.4% -$4.54K 0.1% 99
2025
Q4 		$1.15M Sell
10,359
-1,465
-12% -$157K 0.09% 110
2025
Q3 		$1.22M Buy
11,824
+66
+0.6% +$6.57K 0.09% 112
2025
Q2 		$1.15M Sell
11,758
-127
-1% -$12.1K 0.1% 105
2025
Q1 		$1.04M Sell
11,885
-85
-0.7% -$7.97K 0.1% 106
2024
Q4 		$1.08M Sell
11,970
-2,350
-16% -$204K 0.1% 103
2024
Q3 		$1.16M Buy
14,320
+24
+0.2% +$1.76K 0.1% 95
2024
Q2 		$968K Sell
14,296
-159
-1% -$10K 0.09% 103
2024
Q1 		$870K Sell
14,455
-104
-0.7% -$5.95K 0.08% 113
2023
Q4 		$765K Hold
14,559
– – 0.08% 118
2023
Q3 		$776K Buy
14,559
+33
+0.2% +$1.76K 0.1% 105
2023
Q2 		$761K Buy
14,526
+69
+0.5% +$3.48K 0.09% 105
2023
Q1 		$711K Buy
14,457
+3,783
+35% +$180K 0.09% 109
2022
Q4 		$504K Sell
10,674
-765
-7% -$36.3K 0.07% 141
2022
Q3 		$495K Buy
11,439
+36
+0.3% +$1.58K 0.08% 140
2022
Q2 		$462K Sell
11,403
-579
-5% -$26.7K 0.07% 147
2022
Q1 		$595K Buy
11,982
+123
+1% +$5.77K 0.08% 125
2021
Q4 		$572K Buy
+11,859
New +$566K 0.08% 129

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

Cardiff Park Advisors's WMT Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Walmart Inc (WMT) stake by 0.36% in Q1 2026, selling an estimated $4.54K and leaving 10,322 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #99.

Cardiff Park Advisors first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Cardiff Park Advisors held 10,322 shares of Walmart Inc worth $1.28M as of Q1 2026.
  • Cardiff Park Advisors sold 37 Walmart Inc shares in Q1 2026, an estimated $4.54K.
  • Walmart Inc made up 0.1% of Cardiff Park Advisors's portfolio in Q1 2026, its #99 holding.
  • Cardiff Park Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.