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Castleview Partners’s Walmart Inc WMT Stock Holding History

Castleview Partners’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 		$913K Sell
7,345
-338
-4% -$41.5K 0.47% 47
2025
Q4 		$856K Sell
7,683
-340
-4% -$36.5K 0.42% 51
2025
Q3 		$827K Sell
8,023
-13
-0.2% -$1.29K 0.45% 44
2025
Q2 		$786K Buy
8,036
+652
+9% +$62.1K 0.5% 41
2025
Q1 		$648K Sell
7,384
-282
-4% -$26.5K 0.44% 57
2024
Q4 		$690K Sell
7,666
-9
-0.1% -$781 0.37% 66
2024
Q3 		$620K Sell
7,675
-19
-0.2% -$1.4K 0.36% 64
2024
Q2 		$521K Buy
7,694
+61
+0.8% +$3.84K 0.3% 80
2024
Q1 		$459K Buy
7,633
+25
+0.3% +$1.43K 0.26% 88
2023
Q4 		$400K Buy
7,608
+1,215
+19% +$64.3K 0.28% 81
2023
Q3 		$341K Sell
6,393
-81
-1% -$4.31K 0.31% 74
2023
Q2 		$339K Sell
6,474
-13,161
-67% -$664K 0.31% 74
2023
Q1 		$965K Hold
19,635
– – 0.86% 22
2022
Q4 		$928K Sell
19,635
-5,004
-20% -$238K 0.9% 20
2022
Q3 		$1.06M Buy
24,639
+23,541
+2,144% +$1.03M 1.02% 17
2022
Q2 		$4.91K Sell
1,098
-20,679
-95% -$954K ﹤0.01% 538
2022
Q1 		$1.08M Sell
21,777
-3,591,936
-99% -$169M 0.67% 22
2021
Q4 		$8.32K Buy
+3,613,713
New +$173M 0.07% 107
2021
Q2 		$1.28M Buy
+27,264
New +$1.27M 0.56% 36
2018
Q1 		$883K Buy
+29,763
New +$957K 0.73% 33

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

Castleview Partners's WMT Position: Q1 2026 in Review

Castleview Partners reduced its Walmart Inc (WMT) stake by 4.4% in Q1 2026, selling an estimated $41.5K and leaving 7,345 shares worth $913K. The position accounts for 0.47% of the portfolio, ranked #47.

Castleview Partners first reported a position in WMT in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.28M in Q2 2021. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Castleview Partners held 7,345 shares of Walmart Inc worth $913K as of Q1 2026.
  • Castleview Partners sold 338 Walmart Inc shares in Q1 2026, an estimated $41.5K.
  • Walmart Inc made up 0.47% of Castleview Partners's portfolio in Q1 2026, its #47 holding.
  • Castleview Partners first reported a position in Walmart Inc in Q1 2018 and has held it in 20 quarters since.
  • Castleview Partners's Walmart Inc position peaked at $1.28M in Q2 2021.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.