Capital Management Associates Inc’s Walmart Inc WMT Stock Holding History

Capital Management Associates Inc’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	$703K	Buy	6,210 +1,085	+21%	+$135K	0.14%	82
2026 Q1	$637K	Buy	5,125 +987	+24%	+$121K	0.14%	82
2025 Q4	$461K	Sell	4,138 -285	-6%	-$30.6K	0.1%	98
2025 Q3	$456K	Buy	4,423 +1,205	+37%	+$120K	0.12%	86
2025 Q2	$315K	Sell	3,218 -2,925	-48%	-$279K	0.1%	94
2025 Q1	$539K	Buy	6,143 +2,931	+91%	+$275K	0.12%	77
2024 Q4	$290K	Buy	3,212 +282	+10%	+$24.5K	0.11%	85
2024 Q3	$237K	Buy	+2,930	New	+$215K	0.1%	88

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Management Associates Inc's WMT Position: Q2 2026 in Review

Capital Management Associates Inc increased its Walmart Inc (WMT) stake by 21% in Q2 2026, buying an estimated $135K and bringing the position to 6,210 shares worth $703K. The position accounts for 0.14% of the portfolio, ranked #82.

Capital Management Associates Inc first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Capital Management Associates Inc held 6,210 shares of Walmart Inc worth $703K as of Q2 2026.
Capital Management Associates Inc bought 1,085 Walmart Inc shares in Q2 2026, an estimated $135K.
Walmart Inc made up 0.14% of Capital Management Associates Inc's portfolio in Q2 2026, its #82 holding.
Capital Management Associates Inc first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.