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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Custos Family Office's WMT Position: Q4 2025 in Review

Custos Family Office reduced its Walmart Inc (WMT) stake by 2% in Q4 2025, selling an estimated $9.02K and leaving 4,037 shares worth $450K. The position accounts for 0.31% of the portfolio, ranked #37.

Custos Family Office first reported a position in WMT in Q4 2024 and has held it in 5 quarters since. 4,386 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Custos Family Office held 4,037 shares of Walmart Inc worth $450K as of Q4 2025.
Custos Family Office sold 84 Walmart Inc shares in Q4 2025, an estimated $9.02K.
Walmart Inc made up 0.31% of Custos Family Office's portfolio in Q4 2025, its #37 holding.
Custos Family Office first reported a position in Walmart Inc in Q4 2024 and has held it in 5 quarters since.
4,386 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.