Castleview Partners
WMT icon

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
Q3 		$789K Buy
7,593
+144
+2% +$15.8K 0.35% 67
2026
Q2 		$844K Buy
7,449
+104
+1% +$12.9K 0.37% 61
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 Buy
+21,777
New +$1.02M 0.67% 22
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Churchill Financial Advisors
Churchill Financial Advisors Louisville, Kentucky $511M AUM 22.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Castleview Partners's WMT Position: Q3 2026 in Review

Castleview Partners increased its Walmart Inc (WMT) stake by 1.9% in Q3 2026, buying an estimated $15.8K and bringing the position to 7,593 shares worth $789K. The position accounts for 0.35% of the portfolio, ranked #67.

Castleview Partners first reported a position in WMT in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.28M in Q2 2021. 1,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Castleview Partners held 7,593 shares of Walmart Inc worth $789K as of Q3 2026.
  • Castleview Partners bought 144 Walmart Inc shares in Q3 2026, an estimated $15.8K.
  • Walmart Inc made up 0.35% of Castleview Partners's portfolio in Q3 2026, its #67 holding.
  • Castleview Partners first reported a position in Walmart Inc in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's Walmart Inc position peaked at $1.28M in Q2 2021.
  • 1,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.