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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advisors Wealth Management's WMT Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Walmart Inc (WMT) stake by 4.6% in Q2 2026, buying an estimated $51.4K and bringing the position to 9,416 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #97.

Capital Advisors Wealth Management first reported a position in WMT in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.12M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Capital Advisors Wealth Management held 9,416 shares of Walmart Inc worth $1.07M as of Q2 2026.
  • Capital Advisors Wealth Management bought 414 Walmart Inc shares in Q2 2026, an estimated $51.4K.
  • Walmart Inc made up 0.13% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Capital Advisors Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 15 quarters since.
  • Capital Advisors Wealth Management's Walmart Inc position peaked at $1.12M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.