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Custom Index Systems’s Walmart Inc WMT Stock Holding History

Custom Index Systems’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 		$1.08M Buy
8,696
+3,786
+77% +$465K 0.47% 53
2025
Q4 		$547K Sell
4,910
-2,736
-36% -$294K 0.24% 121
2025
Q3 		$788K Buy
7,646
+2,005
+36% +$200K 0.23% 117
2025
Q2 		$552K Sell
5,641
-398
-7% -$37.9K 0.26% 113
2025
Q1 		$530K Buy
6,039
+912
+18% +$85.6K 0.27% 106
2024
Q4 		$463K Sell
5,127
-240
-4% -$20.8K 0.25% 112
2024
Q3 		$433K Sell
5,367
-389
-7% -$28.6K 0.23% 131
2024
Q2 		$390K Sell
5,756
-1,265
-18% -$79.7K 0.22% 131
2024
Q1 		$422K Buy
+7,021
New +$402K 0.24% 129

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

Custom Index Systems's WMT Position: Q1 2026 in Review

Custom Index Systems increased its Walmart Inc (WMT) stake by 77% in Q1 2026, buying an estimated $465K and bringing the position to 8,696 shares worth $1.08M. The position accounts for 0.47% of the portfolio, ranked #53.

Custom Index Systems first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Custom Index Systems held 8,696 shares of Walmart Inc worth $1.08M as of Q1 2026.
  • Custom Index Systems bought 3,786 Walmart Inc shares in Q1 2026, an estimated $465K.
  • Walmart Inc made up 0.47% of Custom Index Systems's portfolio in Q1 2026, its #53 holding.
  • Custom Index Systems first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.