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Catalyst Funds Management’s Walmart Inc WMT Stock Holding History

Catalyst Funds Management’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 		$6.94M Sell
55,830
-77,370
-58% -$9.5M 1.17% 12
2025
Q4 		$14.8M Buy
+133,200
New +$14.3M 3.44% 6
2024
Q3 		– Sell
-5,700
Closed -$386K – 1629
2024
Q2 		$386K Sell
5,700
-160,400
-97% -$10.1M 0.1% 130
2024
Q1 		$9.99M Buy
+166,100
New +$9.5M 2.79% 3

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 Funds Management's WMT Position: Q1 2026 in Review

Catalyst Funds Management reduced its Walmart Inc (WMT) stake by 58% in Q1 2026, selling an estimated $9.5M and leaving 55,830 shares worth $6.94M. The position accounts for 1.17% of the portfolio, ranked #12.

Catalyst Funds Management first reported a position in WMT in Q1 2024 and has held it in 4 quarters since. The position peaked at $14.8M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Catalyst Funds Management held 55,830 shares of Walmart Inc worth $6.94M as of Q1 2026.
  • Catalyst Funds Management sold 77,370 Walmart Inc shares in Q1 2026, an estimated $9.5M.
  • Walmart Inc made up 1.17% of Catalyst Funds Management's portfolio in Q1 2026, its #12 holding.
  • Catalyst Funds Management first reported a position in Walmart Inc in Q1 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's Walmart Inc position peaked at $14.8M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.