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Cassilly Financial Group’s Walmart Inc WMT Stock Holding History

Cassilly Financial Group’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
Q3 		$263K Buy
2,529
+265
+12% +$29.1K 0.18% 68
2026
Q2 		$256K Buy
2,264
+149
+7% +$18.5K 0.19% 63
2026
Q1 		$263K Buy
2,115
+35
+2% +$4.3K 0.23% 55
2025
Q4 		$232K Buy
+2,080
New +$223K 0.2% 57

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Cassilly Financial Group's WMT Position: Q3 2026 in Review

Cassilly Financial Group increased its Walmart Inc (WMT) stake by 12% in Q3 2026, buying an estimated $29.1K and bringing the position to 2,529 shares worth $263K. The position accounts for 0.18% of the portfolio, ranked #68.

Cassilly Financial Group first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $263K in Q1 2026. 160 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Cassilly Financial Group held 2,529 shares of Walmart Inc worth $263K as of Q3 2026.
  • Cassilly Financial Group bought 265 Walmart Inc shares in Q3 2026, an estimated $29.1K.
  • Walmart Inc made up 0.18% of Cassilly Financial Group's portfolio in Q3 2026, its #68 holding.
  • Cassilly Financial Group first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's Walmart Inc position peaked at $263K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.