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Capital Square’s Walmart Inc WMT Stock Holding History

Capital Square’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 		$1.29M Buy
11,317
+3,135
+38% +$389K 0.57% 48
2026
Q1 		$1.06M Buy
8,182
+297
+4% +$36.5K 0.49% 57
2025
Q4 		$878K Sell
7,885
-809
-9% -$86.9K 0.45% 60
2025
Q3 		$896K Buy
8,694
+876
+11% +$87.2K 0.46% 63
2025
Q2 		$738K Sell
7,818
-1,218
-13% -$116K 0.39% 77
2025
Q1 		$793K Sell
9,036
-285
-3% -$26.7K 0.47% 69
2024
Q4 		$883K Buy
9,321
+1,795
+24% +$156K 0.5% 65
2024
Q3 		$608K Sell
7,526
-272
-3% -$20K 0.37% 83
2024
Q2 		$549K Sell
7,798
-180
-2% -$11.3K 0.36% 82
2024
Q1 		$480K Buy
7,978
+661
+9% +$37.8K 0.34% 81
2023
Q4 		$385K Buy
7,317
+30
+0.4% +$1.59K 0.43% 65
2023
Q3 		$392K Buy
7,287
+3
+0% +$160 0.53% 53
2023
Q2 		$382K Buy
7,284
+6
+0.1% +$303 0.35% 82
2023
Q1 		$366K Buy
7,278
+318
+5% +$15.1K 0.34% 80
2022
Q4 		$329K Hold
6,960
– – 0.3% 95
2022
Q3 		$300K Buy
6,960
+3
+0% +$131 0.27% 94
2022
Q2 		$281K Sell
6,957
-234
-3% -$10.8K 0.23% 100
2022
Q1 		$356K Buy
7,191
+105
+1% +$4.93K 0.25% 101
2021
Q4 		$339K Buy
7,086
+15
+0.2% +$716 0.23% 106
2021
Q3 		$323K Sell
7,071
-195
-3% -$9.39K 0.23% 116
2021
Q2 		$341K Sell
7,266
-1,290
-15% -$60.1K 0.25% 108
2021
Q1 		$398K Sell
8,556
-1,995
-19% -$92.4K 0.3% 98
2020
Q4 		$507K Buy
10,551
+24
+0.2% +$1.17K 0.42% 76
2020
Q3 		$490K Buy
10,527
+3
+0% +$133 0.51% 68
2020
Q2 		$420K Sell
10,524
-144
-1% -$5.92K 0.45% 80
2020
Q1 		$404K Buy
10,668
+6
+0.1% +$231 0.47% 66
2019
Q4 		$422K Buy
+10,662
New +$423K 0.4% 79

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Square's WMT Position: Q2 2026 in Review

Capital Square increased its Walmart Inc (WMT) stake by 38% in Q2 2026, buying an estimated $389K and bringing the position to 11,317 shares worth $1.29M. The position accounts for 0.57% of the portfolio, ranked #48.

Capital Square first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Capital Square held 11,317 shares of Walmart Inc worth $1.29M as of Q2 2026.
  • Capital Square bought 3,135 Walmart Inc shares in Q2 2026, an estimated $389K.
  • Walmart Inc made up 0.57% of Capital Square's portfolio in Q2 2026, its #48 holding.
  • Capital Square first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.