Capital Analysts LLC’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 | $28.9M | Sell |
232,602
-7,551
| -3% | -$927K | 0.76% | 24 |
|
|
2025
Q4 | $26.8M | Buy |
240,153
+1,822
| +0.8% | +$196K | 0.74% | 28 |
|
|
2025
Q3 | $24.6M | Buy |
238,331
+3,262
| +1% | +$325K | 0.72% | 26 |
|
|
2025
Q2 | $23M | Sell |
235,069
-4,656
| -2% | -$444K | 0.77% | 25 |
|
|
2025
Q1 | $21M | Buy |
239,725
+2,241
| +0.9% | +$210K | 0.79% | 20 |
|
|
2024
Q4 | $21.5M | Sell |
237,484
-10,856
| -4% | -$942K | 0.86% | 20 |
|
|
2024
Q3 | $20.1M | Sell |
248,340
-3,160
| -1% | -$232K | 0.82% | 20 |
|
|
2024
Q2 | $17M | Buy |
251,500
+3,897
| +2% | +$245K | 0.75% | 23 |
|
|
2024
Q1 | $14.9M | Buy |
247,603
+160,483
| +184% | +$9.18M | 0.7% | 27 |
|
|
2023
Q4 | $4.58M | Buy |
87,120
+2,283
| +3% | +$121K | 0.23% | 85 |
|
|
2023
Q3 | $4.52M | Sell |
84,837
-696
| -0.8% | -$37K | 0.25% | 83 |
|
|
2023
Q2 | $4.48M | Sell |
85,533
-2,151
| -2% | -$109K | 0.25% | 85 |
|
|
2023
Q1 | $4.31M | Buy |
87,684
+1,254
| +1% | +$59.5K | 0.25% | 92 |
|
|
2022
Q4 | $4.08M | Buy |
86,430
+1,521
| +2% | +$72.2K | 0.25% | 81 |
|
|
2022
Q3 | $3.67M | Buy |
84,909
+2,892
| +4% | +$127K | 0.25% | 82 |
|
|
2022
Q2 | $3.32M | Buy |
82,017
+2,166
| +3% | +$99.9K | 0.23% | 89 |
|
|
2022
Q1 | $3.96M | Buy |
79,851
+630
| +0.8% | +$29.6K | 0.25% | 84 |
|
|
2021
Q4 | $3.82M | Sell |
79,221
-1,086
| -1% | -$51.8K | 0.23% | 89 |
|
|
2021
Q3 | $3.73M | Sell |
80,307
-243
| -0.3% | -$11.7K | 0.24% | 82 |
|
|
2021
Q2 | $3.79M | Sell |
80,550
-1,377
| -2% | -$64.1K | 0.25% | 80 |
|
|
2021
Q1 | $3.71M | Buy |
81,927
+4,026
| +5% | +$186K | 0.26% | 84 |
|
|
2020
Q4 | $3.74M | Sell |
77,901
-2,922
| -4% | -$142K | 0.33% | 68 |
|
|
2020
Q3 | $3.77M | Sell |
80,823
-4,638
| -5% | -$206K | 0.36% | 56 |
|
|
2020
Q2 | $3.41M | Sell |
85,461
-1,680
| -2% | -$69.1K | 0.36% | 64 |
|
|
2020
Q1 | $3.3M | Sell |
87,141
-3,351
| -4% | -$129K | 0.41% | 60 |
|
|
2019
Q4 | $3.58M | Sell |
90,492
-1,365
| -1% | -$54.2K | 0.35% | 70 |
|
|
2019
Q3 | $3.63M | Sell |
91,857
-2,847
| -3% | -$107K | 0.38% | 62 |
|
|
2019
Q2 | $3.49M | Sell |
94,704
-1,197
| -1% | -$41.3K | 0.38% | 63 |
|
|
2019
Q1 | $3.12M | Buy |
95,901
+627
| +0.7% | +$20.3K | 0.36% | 67 |
|
|
2018
Q4 | $2.96M | Sell |
95,274
-3,678
| -4% | -$118K | 0.39% | 61 |
|
|
2018
Q3 | $3.1M | Sell |
98,952
-198
| -0.2% | -$6.06K | 0.35% | 70 |
|
|
2018
Q2 | $2.83M | Buy |
99,150
+4,059
| +4% | +$115K | 0.34% | 75 |
|
|
2018
Q1 | $2.82M | Buy |
95,091
+1,662
| +2% | +$53.5K | 0.35% | 73 |
|
|
2017
Q4 | $3.08M | Sell |
93,429
-19,329
| -17% | -$591K | 0.39% | 64 |
|
|
2017
Q3 | $2.94M | Sell |
112,758
-1,344
| -1% | -$35.3K | 0.39% | 64 |
|
|
2017
Q2 | $2.88M | Sell |
114,102
-729
| -0.6% | -$18.5K | 0.41% | 58 |
|
|
2017
Q1 | $2.76M | Sell |
114,831
-3,087
| -3% | -$71K | 0.44% | 50 |
|
|
2016
Q4 | $2.72M | Buy |
117,918
+111,528
| +1,745% | +$2.6M | 0.48% | 54 |
|
|
2016
Q3 | $154K | Buy |
6,390
+3,150
| +97% | +$76.4K | 0.03% | 182 |
|
|
2016
Q2 | $78.9K | Sell |
3,240
-3,975
| -55% | -$92K | 0.02% | 225 |
|
|
2016
Q1 | $165K | Buy |
7,215
+1,479
| +26% | +$32.4K | 0.03% | 182 |
|
|
2015
Q4 | $117K | Sell |
5,736
-579
| -9% | -$11.6K | 0.02% | 203 |
|
|
2015
Q3 | $136K | Buy |
6,315
+1,275
| +25% | +$29.3K | 0.03% | 205 |
|
|
2015
Q2 | $119K | Buy |
5,040
+150
| +3% | +$3.83K | 0.02% | 198 |
|
|
2015
Q1 | $134K | Buy |
4,890
+750
| +18% | +$21.3K | 0.03% | 185 |
|
|
2014
Q4 | $119K | Buy |
4,140
+840
| +25% | +$22.7K | 0.03% | 183 |
|
|
2014
Q3 | $84.1K | Hold |
3,300
| – | – | 0.02% | 203 |
|
|
2014
Q2 | $82.6K | Hold |
3,300
| – | – | 0.02% | 195 |
|
|
2014
Q1 | $84.1K | Buy |
3,300
+450
| +16% | +$11.3K | 0.02% | 184 |
|
|
2013
Q4 | $74.8K | Buy |
2,850
+450
| +19% | +$11.6K | 0.02% | 185 |
|
|
2013
Q3 | $59.2K | Hold |
2,400
| – | – | 0.02% | 194 |
|
|
2013
Q2 | $59.6K | Buy |
+2,400
| New | +$61.5K | 0.02% | 184 |
|
Other funds holding WMT
VCM
VPM
Capital Analysts LLC's WMT Position: Q1 2026 in Review
Capital Analysts LLC reduced its Walmart Inc (WMT) stake by 3.1% in Q1 2026, selling an estimated $927K and leaving 232,602 shares worth $28.9M. The position accounts for 0.76% of the portfolio, ranked #24.
Capital Analysts LLC first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Capital Analysts LLC held 232,602 shares of Walmart Inc worth $28.9M as of Q1 2026.
- Capital Analysts LLC sold 7,551 Walmart Inc shares in Q1 2026, an estimated $927K.
- Walmart Inc made up 0.76% of Capital Analysts LLC's portfolio in Q1 2026, its #24 holding.
- Capital Analysts LLC first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.