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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
Q2 		$3.77M Sell
33,329
-2,219
-6% -$275K 0.37% 40
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 $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

Catalyst Financial Partners's WMT Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Walmart Inc (WMT) stake by 6.2% in Q2 2026, selling an estimated $275K and leaving 33,329 shares worth $3.77M. The position accounts for 0.37% of the portfolio, ranked #40.

Catalyst Financial Partners first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.42M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Catalyst Financial Partners held 33,329 shares of Walmart Inc worth $3.77M as of Q2 2026.
  • Catalyst Financial Partners sold 2,219 Walmart Inc shares in Q2 2026, an estimated $275K.
  • Walmart Inc made up 0.37% of Catalyst Financial Partners's portfolio in Q2 2026, its #40 holding.
  • Catalyst Financial Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Walmart Inc position peaked at $4.42M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.