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

Capital Advisors 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
2026
Q3 		$1.02M Buy
9,806
+390
+4% +$42.8K 0.11% 98
2026
Q2 		$1.07M Buy
9,416
+414
+5% +$51.4K 0.13% 97
2026
Q1 		$1.12M Buy
9,002
+9
+0.1% +$1.1K 0.15% 83
2025
Q4 		$1M Buy
8,993
+818
+10% +$87.8K 0.14% 85
2025
Q3 		$843K Buy
8,175
+75
+0.9% +$7.47K 0.12% 87
2025
Q2 		$792K Buy
8,100
+306
+4% +$29.2K 0.12% 85
2025
Q1 		$684K Buy
7,794
+105
+1% +$9.85K 0.12% 83
2024
Q4 		$695K Buy
7,689
+1,647
+27% +$143K 0.12% 80
2024
Q3 		$488K Buy
6,042
+298
+5% +$21.9K 0.09% 93
2024
Q2 		$389K Buy
5,744
+96
+2% +$6.04K 0.08% 99
2024
Q1 		$340K Buy
5,648
+482
+9% +$27.6K 0.07% 108
2023
Q4 		$271K Buy
+5,166
New +$273K 0.06% 117
2022
Q1 		– Sell
-9,381
Closed -$452K – 139
2021
Q4 		$452K Buy
9,381
+687
+8% +$32.8K 0.14% 74
2021
Q3 		$404K Buy
8,694
+900
+12% +$43.4K 0.14% 75
2021
Q2 		$366K Buy
7,794
+1,353
+21% +$63K 0.14% 70
2021
Q1 		$292K Buy
+6,441
New +$298K 0.13% 71

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Capital Advisors Wealth Management's WMT Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Walmart Inc (WMT) stake by 4.1% in Q3 2026, buying an estimated $42.8K and bringing the position to 9,806 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #98.

Capital Advisors Wealth Management first reported a position in WMT in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.12M in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Capital Advisors Wealth Management held 9,806 shares of Walmart Inc worth $1.02M as of Q3 2026.
  • Capital Advisors Wealth Management bought 390 Walmart Inc shares in Q3 2026, an estimated $42.8K.
  • Walmart Inc made up 0.11% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Capital Advisors Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 16 quarters since.
  • Capital Advisors Wealth Management's Walmart Inc position peaked at $1.12M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.