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Cathy Pareto & Associates’s Walmart Inc WMT Stock Holding History

Cathy Pareto & Associates’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 		$288K Buy
2,538
+3
+0.1% +$372 0.17% 81
2026
Q1 		$315K Buy
2,535
+5
+0.2% +$614 0.21% 72
2025
Q4 		$282K Hold
2,530
– – 0.2% 78
2025
Q3 		$261K Buy
2,530
+25
+1% +$2.49K 0.2% 80
2025
Q2 		$245K Buy
2,505
+13
+0.5% +$1.24K 0.2% 80
2025
Q1 		$219K Sell
2,492
-194
-7% -$18.2K 0.19% 79
2024
Q4 		$243K Buy
+2,686
New +$233K 0.22% 72

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cathy Pareto & Associates's WMT Position: Q2 2026 in Review

Cathy Pareto & Associates increased its Walmart Inc (WMT) stake by 0.12% in Q2 2026, buying an estimated $372 and bringing the position to 2,538 shares worth $288K. The position accounts for 0.17% of the portfolio, ranked #81.

Cathy Pareto & Associates first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $315K in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cathy Pareto & Associates held 2,538 shares of Walmart Inc worth $288K as of Q2 2026.
  • Cathy Pareto & Associates bought 3 Walmart Inc shares in Q2 2026, an estimated $372.
  • Walmart Inc made up 0.17% of Cathy Pareto & Associates's portfolio in Q2 2026, its #81 holding.
  • Cathy Pareto & Associates first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Cathy Pareto & Associates's Walmart Inc position peaked at $315K in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.