Capital Advisory Group Advisory Services’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-23,605
| Closed | -$2.63M | – | 162 |
|
|
2025
Q4 | $2.63M | Buy |
23,605
+62
| +0.3% | +$6.66K | 0.77% | 39 |
|
|
2025
Q3 | $2.43M | Sell |
23,543
-240
| -1% | -$23.9K | 0.76% | 41 |
|
|
2025
Q2 | $2.33M | Sell |
23,783
-268
| -1% | -$25.5K | 0.84% | 39 |
|
|
2025
Q1 | $2.11M | Sell |
24,051
-4,561
| -16% | -$428K | 0.81% | 43 |
|
|
2024
Q4 | $2.59M | Sell |
28,612
-118
| -0.4% | -$10.2K | 0.93% | 33 |
|
|
2024
Q3 | $2.32M | Sell |
28,730
-110
| -0.4% | -$8.08K | 0.92% | 33 |
|
|
2024
Q2 | $1.95M | Buy |
28,840
+870
| +3% | +$54.8K | 0.83% | 37 |
|
|
2024
Q1 | $1.68M | Buy |
27,970
+808
| +3% | +$46.2K | 0.8% | 36 |
|
|
2023
Q4 | $1.43M | Sell |
27,162
-1,044
| -4% | -$55.2K | 0.77% | 41 |
|
|
2023
Q3 | $1.5M | Sell |
28,206
-2,154
| -7% | -$115K | 0.85% | 34 |
|
|
2023
Q2 | $1.59M | Buy |
30,360
+753
| +3% | +$38K | 1.14% | 31 |
|
|
2023
Q1 | $1.46M | Sell |
29,607
-264
| -0.9% | -$12.5K | 0.88% | 32 |
|
|
2022
Q4 | $1.41M | Sell |
29,871
-372
| -1% | -$17.7K | 0.96% | 30 |
|
|
2022
Q3 | $1.31M | Sell |
30,243
-1,038
| -3% | -$45.5K | 0.91% | 35 |
|
|
2022
Q2 | $1.56M | Sell |
31,281
-753
| -2% | -$34.7K | 0.93% | 34 |
|
|
2022
Q1 | $1.59M | Buy |
32,034
+978
| +3% | +$45.9K | 0.74% | 39 |
|
|
2021
Q4 | $1.5M | Sell |
31,056
-6,933
| -18% | -$331K | 0.65% | 42 |
|
|
2021
Q3 | $1.76M | Buy |
37,989
+10,824
| +40% | +$521K | 0.64% | 43 |
|
|
2021
Q2 | $1.28M | Sell |
27,165
-378
| -1% | -$17.6K | 0.46% | 55 |
|
|
2021
Q1 | $1.25M | Sell |
27,543
-6,753
| -20% | -$313K | 0.48% | 51 |
|
|
2020
Q4 | $1.65M | Buy |
34,296
+1,320
| +4% | +$64.1K | 0.69% | 39 |
|
|
2020
Q3 | $1.54M | Buy |
32,976
+10,011
| +44% | +$445K | 0.8% | 31 |
|
|
2020
Q2 | $917K | Buy |
22,965
+13,473
| +142% | +$554K | 0.51% | 43 |
|
|
2020
Q1 | $363K | Buy |
9,492
+1,215
| +15% | +$46.7K | 0.45% | 46 |
|
|
2019
Q4 | $328K | Sell |
8,277
-2,655
| -24% | -$105K | 0.17% | 72 |
|
|
2019
Q3 | $433K | Sell |
10,932
-3,810
| -26% | -$144K | 0.29% | 47 |
|
|
2019
Q2 | $542K | Sell |
14,742
-9,261
| -39% | -$319K | 0.36% | 42 |
|
|
2019
Q1 | $779K | Buy |
24,003
+2,862
| +14% | +$92.8K | 0.56% | 31 |
|
|
2018
Q4 | $657K | Buy |
21,141
+10,860
| +106% | +$348K | 0.51% | 31 |
|
|
2018
Q3 | $319K | Buy |
10,281
+1,131
| +12% | +$34.6K | 0.21% | 56 |
|
|
2018
Q2 | $263K | Sell |
9,150
-303
| -3% | -$8.61K | 0.19% | 62 |
|
|
2018
Q1 | $282K | Buy |
+9,453
| New | +$304K | 0.21% | 61 |
|
Other funds holding WMT
VCM
VPM
Capital Advisory Group Advisory Services's WMT Position: Q1 2026 in Review
Capital Advisory Group Advisory Services sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 23,605 shares — an estimated $2.63M sold.
Capital Advisory Group Advisory Services first reported a position in WMT in Q1 2018 and held it in 32 quarters. The position peaked at $2.63M in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Capital Advisory Group Advisory Services reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
- Capital Advisory Group Advisory Services sold 23,605 Walmart Inc shares in Q1 2026, an estimated $2.63M.
- Capital Advisory Group Advisory Services first reported a position in Walmart Inc in Q1 2018 and held it in 32 quarters.
- Capital Advisory Group Advisory Services's Walmart Inc position peaked at $2.63M in Q4 2025.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.