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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
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

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 $3.37T AUM 44.26% 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

Castleview Partners's WMT Position: Q2 2026 in Review

Castleview Partners increased its Walmart Inc (WMT) stake by 1.4% in Q2 2026, buying an estimated $12.9K and bringing the position to 7,449 shares worth $844K. The position accounts for 0.37% of the portfolio, ranked #61.

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. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Castleview Partners held 7,449 shares of Walmart Inc worth $844K as of Q2 2026.
  • Castleview Partners bought 104 Walmart Inc shares in Q2 2026, an estimated $12.9K.
  • Walmart Inc made up 0.37% of Castleview Partners's portfolio in Q2 2026, its #61 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.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.