CATALYST FINANCIAL PARTNERS LLC

Position in WMT — Walmart Inc.

CIK 1927537 BOSTON, MA

Position in WMT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,774,842

-$643,063 QoQ

Shares Held

33,329

-6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,492

of 4,382 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $7,703,310 across 4 Discount Stores names. WMT ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	33,329	$3,774,842
2	COST	Costco Wholesale Corp /New	3,513	$3,286,306
3	BJ	BJ's Wholesale Club Holdings, Inc.	4,140	$361,090
4	TGT	Target Corp	2,152	$281,072

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,774,842	33,329	-6.2%	Shares	Sole	2026-07-30
2026-03-31	$4,417,905	35,548	+15.0%	Shares	Sole	2026-05-12
2025-12-31	$3,444,685	30,919	+15.7%	Shares	Sole	2026-02-04
2025-09-30	$2,753,144	26,714	+2.8%	Shares	Sole	2025-11-12
2025-06-30	$2,541,008	25,987	+8.7%	Shares	Sole	2025-08-14
2025-03-31	$2,097,917	23,897	+2.1%	Shares	Sole	2025-05-02
2024-12-31	$2,113,738	23,395	+2.3%	Shares	Sole	2025-01-30
2024-09-30	$1,847,479	22,879	+0.8%	Shares	Sole	2024-10-28
2024-06-30	$1,536,272	22,689	+1.6%	Shares	Sole	2024-07-25
2024-03-31	$1,343,355	22,326	+231.7%	Shares	Sole	2024-04-23
2023-12-31	$1,061,142	6,731	-0.1%	Shares	Sole	2024-02-07
2023-09-30	$1,077,608	6,738	+8.4%	Shares	Sole	2023-10-26
2023-06-30	$977,187	6,217	+10.5%	Shares	Sole	2023-08-02
2023-03-31	$829,553	5,626	+10.2%	Shares	Sole	2023-04-11
2022-12-31	$723,979	5,106	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.