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Capital A Wealth Management’s Walmart Inc WMT Stock Holding History

Capital A Wealth Management’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
Q2 		$21.3K Sell
135
-1,819
-93% -$173K 0.24% 135
2025
Q1 		$172K Sell
1,954
-89
-4% -$8.35K 0.18% 74
2024
Q4 		$185K Buy
+2,043
New +$177K 0.31% 72

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Capital A Wealth Management's WMT Position: Q2 2025 in Review

Capital A Wealth Management reduced its Walmart Inc (WMT) stake by 93% in Q2 2025, selling an estimated $173K and leaving 135 shares worth $21.3K. The position accounts for 0.24% of the portfolio, ranked #135.

Capital A Wealth Management first reported a position in WMT in Q4 2024 and has held it in 3 quarters since. The position peaked at $185K in Q4 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Capital A Wealth Management held 135 shares of Walmart Inc worth $21.3K as of Q2 2025.
  • Capital A Wealth Management sold 1,819 Walmart Inc shares in Q2 2025, an estimated $173K.
  • Walmart Inc made up 0.24% of Capital A Wealth Management's portfolio in Q2 2025, its #135 holding.
  • Capital A Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Walmart Inc position peaked at $185K in Q4 2024.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.