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CVA Family Office’s Walmart Inc WMT Stock Holding History

CVA 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
Q1 		$3.85M Buy
31,009
+1,755
+6% +$215K 0.41% 48
2025
Q4 		$3.26M Buy
29,254
+55
+0.2% +$5.91K 0.37% 52
2025
Q3 		$3.01M Buy
29,199
+15
+0.1% +$1.49K 0.39% 53
2025
Q2 		$2.85M Buy
29,184
+357
+1% +$34K 0.4% 51
2025
Q1 		$2.53M Buy
28,827
+628
+2% +$58.9K 0.39% 53
2024
Q4 		$2.55M Buy
28,199
+855
+3% +$74.2K 0.4% 53
2024
Q3 		$2.21M Sell
27,344
-535
-2% -$39.3K 0.36% 54
2024
Q2 		$1.89M Buy
27,879
+638
+2% +$40.2K 0.34% 53
2024
Q1 		$1.64M Buy
27,241
+31
+0.1% +$1.77K 0.29% 61
2023
Q4 		$1.43M Sell
27,210
-447
-2% -$23.7K 0.28% 56
2023
Q3 		$1.47M Buy
27,657
+1,161
+4% +$61.8K 0.34% 55
2023
Q2 		$1.39M Buy
26,496
+660
+3% +$33.3K 0.29% 60
2023
Q1 		$1.27M Buy
25,836
+12
+0% +$570 0.28% 59
2022
Q4 		$1.22M Buy
25,824
+414
+2% +$19.7K 0.3% 57
2022
Q3 		$1.1M Buy
25,410
+618
+2% +$27.1K 0.3% 61
2022
Q2 		$1M Sell
24,792
-249
-1% -$11.5K 0.27% 60
2022
Q1 		$1.24M Buy
25,041
+828
+3% +$38.9K 0.3% 56
2021
Q4 		$1.17M Buy
24,213
+7,062
+41% +$337K 0.29% 55
2021
Q3 		$800K Sell
17,151
-6,549
-28% -$316K 0.58% 37
2021
Q2 		$1.11M Buy
23,700
+2,271
+11% +$106K 0.32% 53
2021
Q1 		$970K Buy
21,429
+4,278
+25% +$198K 0.37% 46
2020
Q4 		$824K Hold
17,151
– – 0.51% 40
2020
Q3 		$800K Buy
17,151
+888
+5% +$39.5K 0.58% 37
2020
Q2 		$649K Buy
16,263
+513
+3% +$21.1K 0.53% 38
2020
Q1 		$597K Buy
15,750
+174
+1% +$6.69K 0.61% 38
2019
Q4 		$617K Buy
+15,576
New +$619K 0.57% 37

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

CVA Family Office's WMT Position: Q1 2026 in Review

CVA Family Office increased its Walmart Inc (WMT) stake by 6% in Q1 2026, buying an estimated $215K and bringing the position to 31,009 shares worth $3.85M. The position accounts for 0.41% of the portfolio, ranked #48.

CVA Family Office first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • CVA Family Office held 31,009 shares of Walmart Inc worth $3.85M as of Q1 2026.
  • CVA Family Office bought 1,755 Walmart Inc shares in Q1 2026, an estimated $215K.
  • Walmart Inc made up 0.41% of CVA Family Office's portfolio in Q1 2026, its #48 holding.
  • CVA Family Office first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.