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Catherine Avery Investment Management’s Walmart Inc WMT Stock Holding History

Catherine Avery Investment 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 		$9.29K Hold
82
– – ﹤0.01% 121
2026
Q1 		$10.2K Hold
82
– – ﹤0.01% 84
2025
Q4 		$9.14K Hold
82
– – 0.01% 98
2025
Q3 		$8.45K Hold
82
– – 0.01% 102
2025
Q2 		$8.02K Hold
82
– – 0.01% 107
2025
Q1 		$7.2K Hold
82
– – 0.01% 105
2024
Q4 		$7.41K Buy
+82
New +$7.12K 0.01% 104

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

Catherine Avery Investment Management's WMT Position: Q2 2026 in Review

Catherine Avery Investment Management held its Walmart Inc (WMT) position steady in Q2 2026 at 82 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

Catherine Avery Investment Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2K in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Catherine Avery Investment Management held 82 shares of Walmart Inc worth $9.29K as of Q2 2026.
  • Catherine Avery Investment Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #121 holding.
  • Catherine Avery Investment Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Walmart Inc position peaked at $10.2K in Q1 2026.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.