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Custos Family Office’s Walmart Inc WMT Stock Holding History

Custos Family Office’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 		$283K Sell
2,498
-1,273
-34% -$158K 0.17% 59
2026
Q1 		$469K Sell
3,771
-266
-7% -$32.7K 0.32% 37
2025
Q4 		$450K Sell
4,037
-84
-2% -$9.02K 0.31% 37
2025
Q3 		$425K Buy
4,121
+502
+14% +$50K 0.24% 40
2025
Q2 		$354K Buy
3,619
+728
+25% +$69.4K 0.11% 52
2025
Q1 		$254K Buy
2,891
+617
+27% +$57.9K 0.09% 58
2024
Q4 		$205K Buy
+2,274
New +$197K 0.07% 68

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

Custos Family Office's WMT Position: Q2 2026 in Review

Custos Family Office reduced its Walmart Inc (WMT) stake by 34% in Q2 2026, selling an estimated $158K and leaving 2,498 shares worth $283K. The position accounts for 0.17% of the portfolio, ranked #59.

Custos Family Office first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $469K in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Custos Family Office held 2,498 shares of Walmart Inc worth $283K as of Q2 2026.
  • Custos Family Office sold 1,273 Walmart Inc shares in Q2 2026, an estimated $158K.
  • Walmart Inc made up 0.17% of Custos Family Office's portfolio in Q2 2026, its #59 holding.
  • Custos Family Office first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Custos Family Office's Walmart Inc position peaked at $469K in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.