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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
Q2 		$987K Buy
8,713
+17
+0.2% +$2.11K 0.35% 73
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 $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

Custom Index Systems's WMT Position: Q2 2026 in Review

Custom Index Systems increased its Walmart Inc (WMT) stake by 0.2% in Q2 2026, buying an estimated $2.11K and bringing the position to 8,713 shares worth $987K. The position accounts for 0.35% of the portfolio, ranked #73.

Custom Index Systems first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Custom Index Systems held 8,713 shares of Walmart Inc worth $987K as of Q2 2026.
  • Custom Index Systems bought 17 Walmart Inc shares in Q2 2026, an estimated $2.11K.
  • Walmart Inc made up 0.35% of Custom Index Systems's portfolio in Q2 2026, its #73 holding.
  • Custom Index Systems first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Custom Index Systems's Walmart Inc position peaked at $1.08M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.