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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
Q2 		$10.7M Buy
94,352
+38,522
+69% +$4.78M 0.6% 35
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 $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 Funds Management's WMT Position: Q2 2026 in Review

Catalyst Funds Management increased its Walmart Inc (WMT) stake by 69% in Q2 2026, buying an estimated $4.78M and bringing the position to 94,352 shares worth $10.7M. The position accounts for 0.6% of the portfolio, ranked #35.

Catalyst Funds Management first reported a position in WMT in Q1 2024 and has held it in 5 quarters since. The position peaked at $14.8M in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Catalyst Funds Management held 94,352 shares of Walmart Inc worth $10.7M as of Q2 2026.
  • Catalyst Funds Management bought 38,522 Walmart Inc shares in Q2 2026, an estimated $4.78M.
  • Walmart Inc made up 0.6% of Catalyst Funds Management's portfolio in Q2 2026, its #35 holding.
  • Catalyst Funds Management first reported a position in Walmart Inc in Q1 2024 and has held it in 5 quarters since.
  • Catalyst Funds Management's Walmart Inc position peaked at $14.8M in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.