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Catalyst Financial Partners’s Walmart Inc WMT Stock Holding History

Catalyst Financial 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 		$4.42M Buy
35,548
+4,629
+15% +$568K 0.52% 30
2025
Q4 		$3.44M Buy
30,919
+4,205
+16% +$451K 0.38% 33
2025
Q3 		$2.75M Buy
26,714
+727
+3% +$72.4K 0.33% 36
2025
Q2 		$2.54M Buy
25,987
+2,090
+9% +$199K 0.28% 35
2025
Q1 		$2.1M Buy
23,897
+502
+2% +$47.1K 0.39% 35
2024
Q4 		$2.11M Buy
23,395
+516
+2% +$44.8K 0.4% 34
2024
Q3 		$1.85M Buy
22,879
+190
+0.8% +$14K 0.36% 38
2024
Q2 		$1.54M Buy
22,689
+363
+2% +$22.9K 0.34% 40
2024
Q1 		$1.33M Buy
22,326
+2,133
+11% +$122K 0.34% 37
2023
Q4 		$1.06M Sell
20,193
-21
-0.1% -$1.11K 0.3% 45
2023
Q3 		$1.08M Buy
20,214
+1,563
+8% +$83.2K 0.35% 40
2023
Q2 		$977K Buy
18,651
+1,773
+11% +$89.4K 0.35% 40
2023
Q1 		$830K Buy
16,878
+1,560
+10% +$74K 0.36% 43
2022
Q4 		$724K Buy
+15,318
New +$727K 0.37% 44

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

Catalyst Financial Partners's WMT Position: Q1 2026 in Review

Catalyst Financial Partners increased its Walmart Inc (WMT) stake by 15% in Q1 2026, buying an estimated $568K and bringing the position to 35,548 shares worth $4.42M. The position accounts for 0.52% of the portfolio, ranked #30.

Catalyst Financial Partners first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Catalyst Financial Partners held 35,548 shares of Walmart Inc worth $4.42M as of Q1 2026.
  • Catalyst Financial Partners bought 4,629 Walmart Inc shares in Q1 2026, an estimated $568K.
  • Walmart Inc made up 0.52% of Catalyst Financial Partners's portfolio in Q1 2026, its #30 holding.
  • Catalyst Financial Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.